Financial Planner - Early Career
Our team consists of 7 full time and 2 part time employees, and we serve about 170 families, and growing. We are independently owned and a partner firm of a large RIA—CWM, LLC.
We use a team-based approach. Some team members focus on the income tax aspects, others on the portfolio construction and others on the financial planning. Their work all comes together at a team meeting for review and discussion days before being presented to the client.
We have documented processes and procedures to refer to, and helpful and supportive team members. As a firm, we are better organized than most.
Retirement Extender® is a wealth management firm working with an upper middle income and semi-affluent clientele. We practice as a fiduciary and do no commission work. We use an AUM model for our revenue.
Our experience is in tax efficiency in investing, financial planning and in distribution planning. We follow the life planning philosophy and implement a holistic approach in guiding our clients.
We are looking for someone to learn all aspects of our work before focusing on a smaller sub-set. You would start as a floater--preparing financial plans, learning to create the forms, and processing transactions. You would also work for our tax preparation company in the spring. Ultimately, we would like you to grow into a Wealth Advisor position.
You will work with a team of advisors to identify planning issues and opportunities, analyze strategic options, generate analysis, meet with clients, and manage the implementation of decisions in conjunction with the Wealth Advisor.
There is not a sales component to this position. You will be required to take the Series 65 initially and will need to pass the CFP® examination. The beginning salary for this position is $42,000-$48,000. There are also discretionary bonuses based on yours and the firm’s success.
Job Requirements
· Financial Planning Undergraduate Degree in coursework to qualify to sit for the CFP® exam
· Knowledge of Financial Advisor office tools (i.e., Salesforce, etc.) preferred
· Strong knowledge of Microsoft Office, including Word, Excel and Outlook
· Computer literacy to easily learn new programs
· A genuine interest in the financial services industry
· Desire to provide the highest quality of service
· Strong attention to details
· Planning and organizational skills
· Manage multiple projects with precision
· Exceptional written and verbal communication skills
· Background check required
Here, you'll enjoy:
· clear career path—approximately four years from entry to Wealth Advisor
· base salary and bonus potential
· solid benefits including health insurance
· Simple IRA Retirement Plan with employer match
· ongoing access to training and opportunity for professional growth
· moving allowance will be discussed
· casual Friday
· work from home
Who thrives here?
We are in Albuquerque, New Mexico, home of the Albuquerque International Balloon Fiesta (880,000 visitors each year and over 500 balloons). We have glorious sunshine ~310 days per year, low humidity, and four distinct seasons. We enjoy active lifestyles and outdoor recreation such as hiking, biking, camping, skiing and much more! Home prices and cost of living are below the national average, and average commute time is just 21 minutes.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Be part of our story today!
For more information about our company, please visit our website www.retirementextender.com. To apply, send a letter of interest and a resume to Barbara@ RetirementExtender.com. We will consider candidates who wish to work remotely.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.
Tax services are offered separately through a Certified Public Accountant and other tax professionals at Steven P. Margulin CPA, PC. Steven P. Margulin CPA, PC is not affiliated with CWM, LLC.