About Your Financial Pharmacist

Your Financial Pharmacist (YFP) is dedicated to helping pharmacists achieve financial freedom. Through YFP Planning, our Registered Investment Advisor (RIA), we offer fee-only comprehensive financial planning. We connect with our niche through our podcast, website, & speaking engagements across the country. 

Our core values are:

1. Be Kind.

2. Optimize You.

3. Serve the Community.

4. Value Team.

5. Embrace Ownership.

Check out our Team Handbook for more details on our core values.

About this Job

Overview

YFP seeks a Lead Planner to manage current & new clients. The Lead Planner is the senior member of a financial planning team, working under the direction of the Director of Financial Planning. Other details about this position include:

• W-2 position
• Hours: 40-45 hours per week
• Direct Reports: 1 - 2 (changes as the number of clients increases)
• Reports to: Director of Financial Planning
• Location: Virtual
• Start Date: TBD 

Responsibilities

Your core task is to build & nurture the client relationship by leading the financial planning process and to delegate the following work to your support team, as necessary:

• Gather, analyze & evaluate client information 
• Prepare client presentations: 1) Create & model different possible financial scenarios and 2) Develop & communicate recommendations
• Answer client questions & concerns 
• Follow up & assist clients with plan implementation
• Monitor the plan & make changes over time

Other tasks:

• Lead & develop your support team including a Financial Planner and Client Service Associate
• Document client meetings & update CRM, as necessary
• Act as a liaison to internal & external stakeholders on behalf of the client (i.e., YFP Tax, a sister company of YFP, handles our client tax planning and preparation needs, so effective communication with the tax team is vital)
• Make proactive use of technology to streamline client interactions
• Support the firm’s initiatives, assist with any company-wide projects or activities & attend functions, as needed
• Understand key company metrics & help drive results

Requirements:

• Candidates must have the CFP® designation
• 3+ years of experience giving comprehensive financial planning advice
• EA and CSLP designations preferred
• Comfortable leading a small team
• Willingness to flex schedule 1 day/week to accommodate clients in different time zones
• Willingness to continuously learn
• Ability to be productive in a remote working environment with minimal supervision, manage competing demands & work with frequent change, delays or unexpected events
• Comfortable working in a company with a flat organizational structure transitioning from a startup phase to a scale-up phase
• Exceptional organizational, communication & presentation skills
• Comfortable with technology: Google Suite (Gmail, Calendar, Drive, Docs, Sheets, Slides); iOS; Right Capital; WealthBox CRM

Why is this lead planner role different?  

• No required sales or marketing!! You’ll engage in very little marketing (prospecting) OR sales activities, which typically takes ⅓ or more of a planner’s time. As a result (and as stated previously), your core task will be to serve the clients' best interests, providing outstanding financial advice.
• Support: a dedicated team that provides support to you & the client relationship & active mentorship for your continued development
• Geographically independent (thank you, interwebs!)
• Casual dress code

Compensation 

• Competitive salary based on experience
• 401k/Roth 401k with Safe harbor match
• Health, dental, vision insurance
• 12 weeks of paid family leave
• 18-19 paid holidays
• Open vacation policy & sabbatical opportunities
• Access to professional development stipend (annually) & certification bonus (per management approval)
• Support to continue to develop yourself throughout your career
•  Check out our Team Handbook for more details

To apply

Follow this link to apply!