Job Type
Full-time
Description
We are seeking an analytical professional to join our dynamic team as a
Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.
The ideal candidate is a technically strong financial planning professional with strong analytical skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and contribute to team success.
Requirements
You'll Get a Chance To- Develop customized, comprehensive financial plans designed to help clients achieve their goals.
- Work directly with clients to gather information and present financial plans.
- Build rapport with clients and potential clients with the goal of building a lasting relationship.
- Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
- Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
- Advance the utilization of the financial planning software(s) and other technologies
What You Bring to the Team- Minimum of 3 years of experience in financial planning
- Bachelor's degree from an accredited college or university
- Experience with a financial planning software
- CFP® or PFS designation or in the process of obtaining
- Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
- Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
- Excellent analytical, strategic thinking and problem-solving skills.
How We'll Reward YouAt Aldrich, we know a great client experience starts with an exceptional employee experience. Aldrich offers a comprehensive benefits package that includes:
- Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
- Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
- Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
- You may also be eligible to participate in a discretionary incentive compensation program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.
This information is provided in compliance with applicable state equal pay and pay equity legislation. It is in the company's good faith and reasonable estimate of the compensation range and benefits offered for this position. At Aldrich, it is not typical for an individual to be hired at or near the top of the range for their role, and compensation decisions are dependent on facts and circumstances of each candidate. The compensation offered may vary based on factors including experience, skills, education, location, and other job-related reasons. Aldrich makes internal equity a consideration in all pay decisions. A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual salary.
For a full summary of our benefit offerings, check out Life at Aldrich here .
What You Should KnowThis is a full-time position. Our standard office hours are Monday - Friday, 8 AM - 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.
To ApplySubmit your resume describing how you meet the minimum qualifications and desired attributes.
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Salary Description
$80,000-$105,000
