Financial Planning Analyst

• Location:
  
  Lehi, Utah (Virtual or hybrid an option)
• Flexible time off policy
• Start Date:
  
  Flexible

SwitchPoint is a small but rapidly growing fee-only RIA that was intentionally built different from most of the industry – utilizing a flat annual fee (no % AUM fees) for comprehensive planning and investment management.

We have a fierce commitment to putting our clients’ interests first and to serving as a trusted expert for our clients’ entire financial lives.

We primarily serve mass affluent and high-net worth investors approaching and in retirement. Our typical client is highly educated and quite financially savvy. Most have done significant research to find us, and many have already worked with other traditional advisors. They appreciate being able to be open with us about their situation and knowing they will get thoughtful, unbiased advice.

• 0-2 years of experience in financial services
• Demonstrated interest in financial planning – coursework, internships or previous employment
• Intent to pursue CFP designation – completion of some coursework and/or exam preferred
• Ability to communicate and listen effectively and respectfully – both to our clients and to the rest of our team. This includes both written and verbal communication and an ability to adapt to different audiences.
• Both creative and detail-oriented
  . We offer custom solutions to a wide range of clients. An ability to think critically and problem is essential. At the same time, gathering data and implementing recommendations requires careful attention to detail.
• Self-starter
  . This role is highly autonomous. We will provide training and support, but you will be expected to manage your time to meet client expectations. Our clients’ success – as well as your own success – depends on your efforts.
• Willing to think regularly about how to improve
  …everything. We want every member of the team to regularly think about what changes—language choices, software tools, etc.—could improve our lives and our clients’ lives.

As a Financial Planning Analyst you will be involved in every part of the financial planning process, including supporting lead advisors in drafting plans for new clients, developing recommendations, preparing for meetings, completing follow-up tasks after meetings, and doing financial planning work in between.

The objective of this role is for you to learn the industry and prepare to eventually become a lead financial advisor.

Part of your training will be learning all aspects of the business, including preparing custodial paperwork, compliance, marketing, trading, technology, and other operational tasks.

If you wish to work remotely, you’ll need:

• Reliable internet connection
• Appropriate office space for privacy of client meetings and security of client data.

• Application submission. We are reviewing applications on rolling basis until we successfully hire someone. Candidates who submit an application can expect an initial response within one week.
• Zoom call with James
• Assessments
• Zoom call with the rest of the SwitchPoint team
• Final interview (in person)
• Upon acceptance, background and reference checks

Submit an email to

• Write “Application for Financial Planning Analyst Role” in the subject line.
• In the body of the email include the following:
  • Link to Linked In profile (if you don’t have one, please send a resume)
  • Link to a 10-minute (or less) Loom video (free video service) answering the following:
    • One or two things about you that you think we should know. Why should we hire you.
    • One or two things about us that stood out to you. Why do you want to work here?