Overview

About Drucker Wealth Management:

To explain who we are, we’ll start with where we came from. Our third-generation financial planning firm, based out of NYC, was founded in 1959 by Bernie Drucker. Today, Bernie’s legacy of using comprehensive planning to help families find financial independence is carried on by his son Lance and grandson, Gideon. We are a family business and operate as such. Our clients are people we genuinely like working with. We operate with the mindset of “brutal honesty and radical transparency,” and strongly believe in educating our clients on how behavior will impact financial preparedness.

We operate virtually and have clients all over the country. The two communities we primarily serve are pre-retirees and HENRYs (High Earners Not Rich Yet), who are motivated and successful young professionals, working in Tech & Media (Facebook, Google, Amazon and others). HENRYs’ careers are skyrocketing, their families are growing, and they want/need to have a more strategic plan in place to achieve their financial lifetime goals.

Additionally, our client base is made up of more than half females. We have a long history of being recognized for working with women (Women’s Choice Award from USA Today). We thrive in working with all of our clients to successfully design their interactive and ever evolving financial roadmap.

Overview:

Drucker Wealth Management is seeking a virtual financial planner – someone who is passionate about developing meaningful relationships with their clients and maximizing their financial opportunities. This is a full time position and the perfect candidate will have a dedicated team member mindset, excellent oral and written communication skills, enthusiasm for financial planning, a self-starter mentality, and will possess principles that align with the company’s core team values: innovation, reliability, optimism, candor, and experience.

This role will provide support to Gideon and Lance Drucker, and it is an incredible chance to learn from two heavyweights in the industry. Gideon has his CFP, AIF and ECA designations. He is a student of the business and continues to hone his craft every day, he wrote “How To Avoid HENRY Syndrome”, and he has been nominated as a top advisor for millennials by Forbes, Business Insider and Money Under 30. Lance (ChFC, CLU, RICP) holds 30 years of experience in wealth management under his belt. Inspired by his time working with many powerful female clients, he also wrote a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman’s Guide To Financial Peace of Mind.” 

Opportunity:

This is an excellent opportunity for someone who is looking to be an essential part of a team and gain valuable experience in a collaborative and flexible environment. Other benefits and opportunities related to this position include:

  • Grow in a career that offers autonomy to excel in accordance with your strengths and skills, while affording freedom and flexibility of work-life balance
  • Join an already successful team with your desire to contribute to the firm’s success and and to clients’ long-term goals 
  • Participate in foundational areas of the business through your contribution of client service and comprehensive financial planning

Responsibilities:

  • Provide superior client service through the implementation of Drucker Wealth’s Financial Life Planningprocess
  • Attend webinars and Right Fit calls to become integrated in the client relationship
  • Enter detailed notes into Redtail and gather paperwork to initiate the planning process
  • Schedule and host planning meetings with clients to discuss goals 
  • Formulate the plan using RightCapital and develop actionable next steps to present to the client
  • Work collaboratively with the operations team to open new accounts, transfer funds, secure insurance policies etc.
  • Manage pipeline of plans in process and all follow up interactions with clients
  • Support older Drucker Wealth clients pre-dating Financial Life Planning process to optimize planning opportunities 
  • As you develop your skills, additional responsibilities may be assigned to you

Qualifications:

  • 1-3+ years of financial planning industry experience preferred
  • Must have passed the CFP® exam or be a CFP® Professional 
    • Bonus points for willingness to get AIF and other relevant designations as needed
  • Passionate about building and maintaining client relationships – highly motivated to explore and maximize planning opportunities 
  • Extremely focused, very high attention to detail, and exceptional organizational skills
  • Aptitude for applying financial planning knowledge in real-life situations
  • Superior written and oral communication skills
  • Display initiative and have the ability to take on tasks for the success of the business 
  • Self-driven and disciplined to meet deadlines in a home office environment
  • Tech savvy – experience with RightCapital, Redtail, Riskalyze, Asset Map, Betterproposals a plus
  • Excited to take on new challenges and adapt to change
  • Comfortable working in a fast paced environment

Compensation & Perks:

  • This will be a full-time W2 position
  • Salary range of $55,000 – $65,000 plus quarterly bonus opportunities
  • Valuable mentorship and education-rich environment
  • Remote work and flexibility 

Next Steps:

  • Please include a cover letter along with your resume. In your resume, please describe three unique qualities you possess as they relate to this position
  • Applications will be accepted until December 1st, 2021. We will not be reviewing applications until that time.
  • 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.

Tagged as: assetmap, CFP, redtail, rightcapital, riskalyze