CFP, Paraplanner

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a paraplanner to be an integral member of our team. This is an entry level role that is ideal for a new CFP or someone still studying for the CFP exam.

If you’re analytical, meticulous, process-driven, and want to work for an innovative, mission-oriented firm, we’d like to meet you.

• Help build comprehensive financial plans for HNW/UHNW families
• Work closely with the firm's advisors and leadership team
• Grow and deepen your knowledge of financial planning through exposure to many different client situations and circumstances
• This is NOT a sales role - this is ONLY a planning role!

• Work with senior staff to build financial plans on behalf of current and prospective clients
• Create materials and presentations for client meetings
• Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
• Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
• Maintain updated knowledge of industry regulations and best practices

• Preference will be given to those who have passed the CFP exam, though applicants currently studying for the exam are encouraged to apply
• Excellent communication skills - both written and verbal
• Ability to analyze financial information and comply with regulations
• Strong ethics, with a customer-oriented attitude
• Ability to foster long-term client relationships
• Tech savvy with experience using various financial planning software packages and CRM systems

• This is a fully remote position with the ability to work anywhere within the continental US
• We have a highly competitive salary, bonus, and benefit plan
• Total cash compensation between $60,000 - $70,000 depending on experience
• Our employees experience significant increases in compensation and responsibility