Overview

About Libra Wealth:

Libra Wealth is a boutique, fee-only financial planning firm based in the Silicon Valley/San Francisco Bay Area. We provide comprehensive retirement, tax, estate, and investment planning for approximately 100 high-net-worth households representing more than $700 million in assets under management. Our typical clients are approaching or enjoying retirement and have $5M-$25M+ in accumulated assets.

We’re a collaborative, technology-driven firm that believes exceptional financial planning goes beyond growing wealth. It’s about helping clients live intentional, balanced lives. Our team thrives in a high-performing, low-ego environment built on ownership, continuous improvement, and a genuine desire to help one another succeed. We embrace a life planning-centered approach for both our clients and our team because we believe the best financial outcomes support the lives people want to live. We mean it when we say: “Your Money. Your Life. In Balance.”

About the Position: 

As a lead financial planner, you will partner directly with the founder, Mark Astrinos to serve approximately half of Libra Wealth’s client relationships. You’ll play an integral role in developing thoughtful planning strategies, fostering long-term client relationships and delivering an exceptional client experience. This is a great opportunity for an experienced planner who enjoys deep analytical work and wants to make a meaningful impact without the pressure of business development. 

This would be an ideal role for someone who: 

  • Enjoys solving complex financial planning challenges for high-net-worth clients
  • Takes ownership and follows through with exceptional attention to detail
  • Welcomes candid feedback and views coaching as an opportunity for growth
  • Thrives in a collaborative, low-ego environment where everyone contributes
  • Appreciates established processes while continually looking for thoughtful improvements
  • Is intellectually curious and committed to continuously improving technical knowledge
  • Is self-motivated and enjoys working independently in a highly accountable remote environment

Responsibilities:

  • Serve as the lead planner for an assigned group of approximately 50 client relationships 
  • Develop sophisticated retirement, tax, estate, and cash flow planning strategies 
  • Provide information and education to clients about the purpose and details of financial plans, services, and strategies
  • Promote established investment models and strategies that are suitable for our targeted clients
  • Facilitate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary
  • Conduct financial planning research in conjunction with delivery of planning advice
  • Design, implement and manage company projects with a focus on Standard Operating Procedures (SOP’s) and process improvement
  • Participate in daily morning advisor meetings, training and continuing education
  • Handle all communication with the client base including phone calls, emails and meetings
  • Review investment products currently held in clients’ accounts, both advisory and brokerage, and reallocate to the appropriate model to help clients meet their financial objectives
  • Adhere to all company and industry supervisory guidelines and policies
  • Leverage technology to improve efficiency and enhance the client experience 

Qualifications:

  • 7+ years experience as a Lead Planner or Associate Planner 
  • CFP® designation required
  • Experience serving high-net-worth clients
  • Strong retirement, tax, and estate planning knowledge 
  • Experience working with Schwab, Fidelity or similar custodians
  • Strong knowledge of Google Apps (Gmail, Docs, Spreadsheets, Presentations)
  • Experience with CRMs and task management tools such as Asana
  • Excellent communication skills with sophisticated clients 
  • High emotional intelligence and exceptional listening skills 
  • Comfortable learning and leveraging planning technology and workflow tools 
  • Strong organizational skills and ability to manage multiple priorities 
  • Exercises sound judgment, takes ownership, and consistently follows through 
  • Demonstrated commitment to continuous learning and professional development 

Compensation & Perks:

  • This is a full-time W2 remote position
  • Must be willing to work Pacific or Mountain Time business hours  
  • Competitive compensation commensurate with experience, technical expertise and the long-term value you bring to the firm
  • Generous PTO
  • 401(k) with company match
  • Health insurance stipend 
  • Financial planning & investment advice, life-planning/coaching, and access to Libra’s institutional/private investments
  • Financial support for relevant continuing education designations
  • Ditch the commute – this position is virtual! 

Next Steps:

  • Along with your resume, please include a short message telling us about yourself, what you enjoy most about financial planning and why you’re a perfect fit for this position.
  • This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to Simply Paraplanner. Any applications received outside of Simply Paraplanner will not be considered.