We’re looking for a Certified Financial Planner to lead our growing advisory practice. We want to work with someone who is motivated by helping clients make sound financial decisions that align with their personal values. In this role, you will receive a steady funnel of leads so you can focus the bulk of your time doing flat-fee planning.
Under NewRetirement Advisors, LLC, a registered investment advisor (RIA), you will work remotely with clients who have built retirement plans at NewRetirement.com using the company’s proprietary online retirement planning tool.
The planner's role is to work collaboratively with clients to build a realistic plan that clients can live within and execute. You will work collaboratively with clients to develop and refine their plans by helping them to set goals, stress test assumptions, and make decisions around key planning and life event variables while looking for planning opportunities. You will qualify all leads coming from NewRetirement.com users interested in seeking financial advice from a CFP(R).
With the guidance and assistance of an outside consulting firm specializing in RIA compliance, the planner will serve as the Chief Compliance Officer (CCO) of NewRetirement Advisors.
As a member of an early-stage startup, you will have a huge influence on the impact and success of the company - if this excites you, please apply!
5+ years of experience doing comprehensive financial planning
A passion for helping people with personal finance
An active Certified Financial Planner designation
A Series 65 license
Strong analytical skills
Expertise creating tax-efficient withdrawal strategies, Roth Conversion Strategies, Social Security Claiming decisions, Pension decisions, Asset location and allocation planning, and Expense Planning
The ability to work with multiple clients at a time
Excellent communication skills
Competence in working with clients remotely
The desire to manage the entire client relationship lifecycle
Previous work experience in a financial organization
Previous work experience in fintech or mainstream financial services
The desire to educate through blogs, white appears, and live events
The desire to build processes and procedures to grow the practice
Include these in your application:
Your resume and/or LinkedIn profile
A few words about why NewRetirement is interesting to you
Internal Number: NRA0521
About NewRetirement Advisors
Our mission is to help people achieve adequate retirement income, the ability to fund healthcare and maximize their wealth and security.
NewRetirement Advisors is a registered RIA that exclusively focuses on fee-only planning. We do not manage assets or provide investment advice so that advisors can provide impartial advice while serving clients.
NewRetirement offers online do-it-yourself retirement planning. NewRetirement takes the knowledge of top economists, investors, financial advisors, and other experts and translates the information into easy-to-use tools that enable users to make the most of their resources for a secure and happy future. NewRetirement Advisors leverages the proprietary software of NewRetirement in their Planning Process. The company recently closed the first tranche of funding from a strategic investor.