Lead Financial Planner

• Charging a Flat Fee for Planning & Investment management is clearly better for clients than a % AUM fee (which drives excessive fees and is rife with conflicts)

• Lead Planners do their best work serving clients and NOT prospecting for them

• A Lead Planner’s core purpose is to help clients achieve the feeling of relaxed confidence in their financial lives

• Great heroes for a Lead Planner include Jack Bogle, Wade Pfau, Bill Sharpe, Fama & French

• Lead Planner core values should include Service, Curiosity, Transparency, Humility & Tenacity

• Personal finance is 80% personal and 20% finance

We’re a disruptive band of flat fee retirement income experts providing outstanding client service. We recently surpassed $1.8B at Schwab, and we’re having a lot of fun.

So, do you believe what we believe?

RESPONSIBILITIES

• Manage 70+ high net worth relationships . The buck stops with you. You are fully accountable and responsible for leading and deepening these relationships.

• Drive clear planning & investment strategies . Lead the creation of detailed and rigorous financial & investment plans, leveraging our full decision support suite (MoneyGuide Pro, Kwanti, Excel, proprietary firm frameworks & templates). Maintain and course correct those plans over time with and for your clients.

• Coordinate the efforts of your colleagues . Leverage our CSAs, Trader, Founder & other Lead Planners to deliver outstanding service to your clients.

• Help us develop the firm . Interview, train and mentor, be an outspoken contributor to team meetings, take the lead on some non-client