Overview

About BANNERMAN WEALTH:

Bannerman Wealth is a fast-growing, fully virtual RIA, managing $200M in discretionary assets for 180 households nationwide. We serve families who value thoughtful, comprehensive financial planning, not cookie-cutter advice!

Planning is at the heart of everything we do. As true holistic financial advisors, we integrate investment management, tax planning, insurance analysis, estate considerations, and cash flow strategy into one coordinated plan designed to support each client’s life and goals.

We’re a small, close team with a collaborative, detail-driven culture. Everyone’s work matters, everyone has a voice, and we trust our team members with real work from day one. We believe in letting each person do what they’re great at and become a master at it. 

Fun fact: We may be fully virtual, but we make up for it in person. Our annual team retreats have taken us to Vail, San Diego, Boston, Washington, DC, and even Disney World!

About the Position: 

We’re seeking an Associate Planner to own the technical planning work that supports our advisors: building and updating plans, preparing for review meetings, running the analysis, and creating the deliverables that bring each client’s plan to life.

You’ll be stepping into the planning responsibilities currently held by our Director of Financial Planning, Jacquelyn, who is moving into a client-facing lead advisor role. She’ll train you through the transition, and the rest of the team will be there to support you along the way. 

Apply if you’re energized by details and data, love getting into the weeds of a plan, and enjoy the behind-the-scenes side of financial planning. You’ll thrive here if you take ownership of your work, always look for ways to make it better, and bring a collaborative, low-ego approach to your work.

Career Growth at Bannerman Wealth:

During your first two review seasons, you’ll work side by side with Jacquelyn and learn the Bannerman way. As she moves fully into her client-facing advisor role, you’ll have the opportunity to take ownership of our planning process and grow into our Director of Financial Planning. 

Responsibilities:

Review Meeting Preparation

    • Review prior meeting notes and request updated information from clients ahead of each prep cycle
    • Update client plans in eMoney and run retirement and scenario projections
    • Review cash flow, check outside account asset allocations, and run tax and insurance analyses
    • Run analyses on ad hoc client requests on topics like employer stock, college funding, home purchases, and Social Security
    • Build the client deliverables for each review meeting

New Client Planning

    • Prepare for and lead data gathering calls with new clients
    • Prepare for investment meetings
    • Build initial plans and draft initial recommendations

Trading and Rebalancing

    • Invest new contributions, raise cash for distributions, and rebalance portfolios using Orion, iRebal, and Schwab

Client Communication

    • Draft replies to client planning questions for advisor review
    • Manage document requests and follow-ups
    • Occasionally join review meetings

Process Improvement

    • Build templates and find ways AI and other tools can save time and improve our process
    • Actively participate in internal planning discussions, case reviews, and system refinement

Qualifications:

  • CFP® certification, or very close to earning it
  • 3 years of experience in financial planning, ideally within an RIA or comprehensive planning firm
  • Solid technical knowledge of retirement projections, tax planning, cash flow, asset allocation, and insurance analysis
  • eMoney experience strongly preferred (but we can teach it)
  • Organized with exceptional attention to detail and accuracy
  • Clear, thoughtful written communication
  • The ability to work independently in a fully remote environment
  • Experience with broad AI tools or openness to exploring AI and other technology that can make our firm more efficient
  • Comfortable in Excel, Google Drive / Google Sheets etc. 
  • Bachelor’s degree required

Compensation & Perks:

  • Position: Full-time W-2
  • Base Salary: $75,000 to $85,000, depending on experience

Additional Benefits: 

  • 401(k) + 5% company match 
  • Health, Dental & Vision Coverage: 50% of premiums covered by Bannerman Wealth; HSA-eligible plan available (Opt-Out Bonus: $1,000 semi-annually if you waive coverage)
  • Continuing Education & Professional Development:
    • CFP® certification support: 80% reimbursement (up to $5,000) + exam fees covered
    • Ongoing CFP® renewal fees covered 100%
    • Annual continuing education allowance: $1,000/year (non-CFP), $2,500/year (CFP holders)
  • Technology & Home Office:
    • Laptop, monitors, headphones, and peripherals provided
    • Home office setup allowance: $1,000 initial, $200/year thereafter
  • Time Off & Leave:
    • Unlimited Free Days (flexible PTO) + 12 company-wide holidays
    • 12 weeks fully paid parental leave (after 1 year of employment)

Next Steps:

  • Along with your resume, please include a brief note about why this role fits where you are in your career.
  • 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.