Certified Financial Planner - Apprentice

Our vision is to create a profitable and replicable service model of delivering high quality financial planning to middle class households. Traditionally, financial services are product driven. Products designed to maximize profits are pushed to consumers. However, what middle class households need are solutions to life problems. In order to be impactful, these solutions should encompass personalized advice when people need it, straight-talk communication in a jargon-free manner, ongoing investment education and long-term goal setting delivered through online and face-to-face channels.

The CERTIFIED FINANCIAL PLANNER apprentice / intern's primary duties include:

• Assist in the creation of comprehensive financial plans for emerging wealthy, mass affluent and high net worth clients.
• Provide research assistance on investment portfolios and financial planning topics. Must be interested in becoming a subject matter expert in retirement planning, sustainable ESG investing, behavioral aspects of financial planning or tax planning.
• Conduct seminars on a variety of financial planning topics in diverse communities in a live and webinar format and assist in writing original material.
• Provide event support when needed.

Diverse and re-entry candidates encouraged to apply.