Overview

About Maven Financial:

Maven Financial is a comprehensive financial services practice owned and led by Victoria Staudinger, CLU®, CHFC®, CFP®, RICP®, who offers investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor. We take a down-to-earth approach to support clients navigating their personal financial planning paths. Our process starts from the ground up and focuses on our clients’ life goals. We help our clients understand every option and vehicle available. We offer a highly analytical, holistic approach to financial planning, including risk management and wealth accumulation for individuals, families, and business owners. 

We combine our expertise and experience to ensure that each client receives close personal attention. We pride ourselves in providing comprehensive wealth management and personalized solutions to our clients. Fiduciary responsibility and high ethical standards are of utmost importance to us. Our goal is to build long-term relationships with the families and businesses we serve by providing a high level of service and transparency. We care deeply, create clarity, and grow forward.

Overview:

This growing and successful practice is seeking an individual with experience in comprehensive financial planning to fill the role of Associate Financial Advisor. The perfect person is someone who loves to dig deep into the numbers and create, update, and analyze financial plans. We are looking for a Robin to our Batman, a right-hand person who enjoys being part of a team, but is also able to work independently. If you are a reliable analytical self-starter who knows the ins and outs of eMoney, we would like to talk with you about joining our team.

Key Duties & Responsibilities:

  • Work with clients to gather data and input into eMoney 
  • Create scenarios, analyze information, and build recommendations/strategy for the lead planner to review
  • Prepare agendas, analyses, proposals, executive summaries, and other client deliverables 
  • Lead post-meeting execution and maintain executive summary throughout the year
  • Draft, assign, and track post-meeting tasks, ensuring timely completion and accountability
  • Make recommendations and create household portfolio models
  • Maintain accurate, compliant client data and documentation in eMoney and other software tools
  • Coordinate with the advisor to implement approved planning recommendations and ensure smooth handoffs.
  • Respond to client service requests in a timely, professional manner and proactively flag unresolved items, dependencies, or risks with recommended next steps
  • Comfort operating in evolving systems and contributing to process and workflow improvements

Skills & Qualifications:

  • CFP® Professional preferred. Series 63 and Series 7 required. If you do not have the Series 63 and/or the Series 7, you must be able to obtain it within 90 days of job start.
  • Minimum of 3 years of experience in a paraplanning role
  • Technical expertise of eMoney required
  • Experience with Asana, Holistiplan, Wealthscape, Salesforce, Envestnet, and Apple ecosystem preferred
  • Ability to analyze client financial information and support advisor recommendations
  • Strong work ethic, flexible, and adaptive with excellent time management skills
  • Ability to multitask, take initiative, and be trustworthy and reliable
  • Self-starter who can work independently, is proactive, knows how to prioritize, and has high standards
  • Sufficient knowledge of retirement planning, insurance, cash flow, investments, tax and estate planning basics
  • Enjoys being part of a supportive and fun work environment while providing high-quality work and client satisfaction
  • Must be continuously curious, eager to learn, and committed to ongoing personal and professional development

Compensation & Perks:

  • This will be a full-time W-2 position 
  • Salary starts at $85K+ depending on experience
  • Bonus structure in place
  • 401K Profit Sharing non-elective safe harbor after 1 year of employment
  • Flex time and generous PTO
  • Health/Dental/Vision
  • Group Life and Disability

Next Steps:

  • Please include a cover letter along with your resume.
  • This job listing will remain active until the position has been filled.
  • The application process is handled by the Simply Paraplanner team. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.