Overview
About This Position
Our newest position is for an A-player who will thrive in a highly collaborative, dynamic environment. This supporting role will focus on assisting on both the operations and client service sides of our ensemble practice.
- Do what you enjoy and enjoy what you do in our lifestyle enterprise.
- Work from anywhere and find work-life balance at our modern financial planning practice.
- Our local office is available to you, but it is not your required workspace.
- Become our in-house client service expert.
About Our Firm
At FPFoCo, we are a fee-only financial planning firm and Your Full-Time Fiduciary®. We excel at working with successful singles, couples, and families with complex finances who want to make better financial decisions. Combining decades of experience with industry-leading certifications, we meet the highest standards of care, security, and uncompromising service. Our clients find us through referrals and online search, and we do not sell investment, insurance, or any other financial products.
Role and Responsibilities
As a small four-person ensemble (soon to be five!), we all wear many hats. Each member of the team contributes to “onstage” client-facing activities as well as “backstage” operations responsibilities.
- Support our Financial Planning Specialist in a data entry capacity as they develop our clients’ financial plans, addressing cash flow, employee benefits, equity compensation, estate, insurance, investment, and tax planning.
- Assist our Director of Operations with the timely and accurate delivery of client-service-related work items across multiple platforms and custodians.
- Complete other duties as required.
Qualifications and Skills
The following competencies are not required but will give you a head start in our vetting process.
- 1-3 years of experience working in financial services with customer service responsibilities
- Self-driven and self-starting
- Strong and adaptive interpersonal communication skills (including in-person, chat, email, phone, remote meeting, and text message)
- Highly proficient technology skills
- Ability to remain discreet and maintain confidentiality
- Skilled at adjusting to changing priorities while sticking to deadlines
Our Tech Stack
You will use the following apps and tools, and we will train you if you’re right for the role. Bonus points if you’re already familiar with any of the stuff below!
- Adobe Acrobat, Betterment Advisor Solutions, Canopy, Charles Schwab Advisor Center, DocuSign, Estate Guru, Fidelity Wealthscape, Google Workspace, Holisitplan, Income Lab, Intuit ProConnect, OnceHub, Orion, QuickBooks Online, ProConnect Tax Online, RightCapital, RingCentral, Salesforce, Social Security Timing, Zapier, and Zoom
Compensation
This is a full-time hourly (W-2) position eligible for all of our listed benefits.
Annual Salary
- $55,000 – $65,000 plus quarterly bonus of up to 20%
Benefits
- 401(k) with 100% match up to 5%
- Health, Dental, and Vision insurance
- In our small group plan, FPFoCo covers 100% of premiums for employees and 33% for spouse or domestic partner and/or dependant(s)
- Health savings account (HSA) contributions through payroll deduction also available
- Short- and long-term disability insurance
- Available through NAPFA as a member employee
- Life insurance
- Available through NAPFA as a member employee
- Paid holidays and paid time off (that we actually encourage you to use)
- Employee ownership program (you get an ownership grant on day one)
- MacBook Pro + AirPods Pro
- $500 allowance for home office setup
- Professional certification/education reimbursement (up to 100% of costs, with prior approval)
- Annual team retreat: A team building and strategic planning event in a fun location chosen by our team (that means you, too!)
- Professional development: Love networking and attending industry events? We’ll send you to up to two conferences in the contiguous U.S. each year (all expenses paid, with prior approval)
To apply, send your cover letter/video link and resume. We are currently accepting applications for this position.
