We are looking for a superstar planner to assist with incoming clients, as well as current client relationships.  This is not a postiion for a beginner as you will need to prove superior success in leading clients, and giving a platinum client experience.  

If you are tired of the same old financial planning firm wanting you to push mutual funds or variable annuities this will be a breath of fresh air.  We don't have any agendas or propritory products or quotas.  This is for the PURE professional that knows that the only way to career success is by helping others succeed.  

Working remotly, you will work with West Coast to East Coast clients on video meetings, working through plans built in either Emoney or Onpoint. 

In addition to working with clients, you will have a team of lawyers, CPAs, EAs, and CFPs to assist in building a total plan.  This is not a mutual fund or annutiy shop simply trying to sell product but a family office working with mass affulent clients.  Our focus is on physicians and high net worth business owners who all require white glove service.

Please only apply if you can show you have experience and proven success as a superstar. 

1. Series 65
2. Proven success in client relationships and leadership with clients. 
   1. This means you can show you can lead a client to a solution and get them to do what is right and best for them.  
3. Abilty to work from home with high speed internet and a quiet enviroment.  We will provide the equipment, you provide the quiet workspace. 
4. Clear English and the abilty to communicate efficiently.
5. Ability to work on a team with a pleasing attitude
6. Technical ability to create and present plans through Emoney