About Your Financial Pharmacist

Founded in 2015, Your Financial Pharmacist (YFP) is a fee-only financial planning firm dedicated to empowering a community of pharmacists to live a wealthy life today and tomorrow. We connect with our niche via the YFP Podcast, blog, website resources, and speaking engagements.

About this Job

Overview

YFP seeks an Associate Financial Planner (“Associate Planner”) to assist with planning for our current and new clients. The Associate Planner is a junior member of the financial planning team, working under the direction of the Lead Financial Planner and Financial Planner/Portfolio Manager. Other details about this position include:

• W-2 position
• Hours: 40-45 hours per week w/flexible schedule
• Direct Reports: 0
• Reports to: Lead Planner
• Location: Virtual
• Start Date: ASAP  

Responsibilities

Your core task is to support the Lead Planner and Financial Planner/Portfolio Manager with the client relationship and financial planning process; this includes:

• Gather, analyze and help evaluate client information
• Prepare client meetings and presentations
• Create and model different possible financial scenarios
• Assist with the development and communication of recommendations
• Answer client questions and concerns
• Follow up and assist clients with plan implementation
• Help monitor the plan and make changes over time  

Other tasks:

• Monitor client account activity, research and resolve issues, and following through to ensure the client’s needs are met
• Document client meetings and update the CRM, as necessary
• Making proactive use of technology to streamline client interactions
• Assist with: Billing process; Prepare and review all new account paperwork to ensure documents are complete and in good order; Track incoming rollovers, investment funding and transfers to ensure that all applicable accounts move as expected
• Support the firm’s initiatives, assisting with any company-wide projects or activities and attending functions, as needed

Requirements:

• Applicants must have their Series 65, or be a CERTIFIED FINANCIAL PLANNER™ candidate, or be a CERTIFIED FINANCIAL PLANNER™
• 0-3 years of experience in financial planning or client service. If 0 years of experience, applicants must have a degree in Personal Financial Planning and obtain the Series 65 within 3 months of employment
• Exceptional organizational, communication and presentation skills
• Exceptional client service skills
• Willingness to continuously learn
• Ability to be productive in a remote working environment with minimal supervision, manage competing demands and work with frequent change, delays or unexpected events
• Comfortable with technology (Hardware (provided by YFP): Macbook, extra monitor, good mic); Software: Google Suite: Gmail, Calendar, Meet, Chat, Drive, Docs, Sheets, Slides; Financial planning software: RightCapital; CRM: Wealthbox; Portfolio Analyzer: Kwanti; AI Notetaker: Jump)

Other Must-Haves for This Position:

• A suitable home office environment (quiet, professional backdrop)
• Excellent internet connection
• A decent smartphone
  

Why is this Associate Planner role different?  

• Structured training in YFP’s Planning Standards
• Fully remote/no commute
• Casual dress code
• No required sales for new business, but you’re expected and incentivized to assist in the firm’s growth (i.e. referral culture, identifying assets to be moved)

Compensation 

• Competitive salary based on experience and bonus opportunities: $1,000 per year professional development stipend; Professional development certification bonus available upon need and approval; Client referral bonus available; Performance bonus available
• 401k/Roth 401k with Safe harbor match
• Employer provided insurance: Health insurance: YFP covers 100% of the premium for the base plan for team members; HSA available: YFP funds $600 per year; Dental and vision insurance; Group life insurance; Group long-term disability insurance; Dependent care FSA
• Time Off: Open vacation policy; Paid parental and family leave; Sabbatical opportunities
•  Check out our Team Handbook for more details

To apply

Follow this link to apply!