Overview
APPLICATION PERIOD CLOSES JULY 31, 2026!
OUR FIRM:
The Goodland Group is a fee-only financial planning and asset management firm founded in 2020. We focus on serving high earning mid-career professionals (age 30-50) with young families and substantial equity compensation. We are growing quickly and excited to add our fifth full-time team member to our fully-remote team.
OUR CORE VALUES:
- Integrity: We do the right thing for the client 100% of the time. We believe that doing the right thing for our clients is good for business – win win. Our pricing and business model are extremely transparent – we have nothing to hide and we believe that clients have the right to understand exactly how much they’re paying us.
- Empowerment: We empower our clients by helping them understand the why, the what, and the how to achieve what matters most to them. We also empower our team members to refine, improve, challenge and think outside of the box in service of our goal to serve our clients at a higher level and create work / life balance for our team.
- Balance: We believe that prioritizing work / life balance is what will enable us to be successful over the long term. This is a marathon, not a sprint.
- Resilience: We expect there to be ups and downs in our work, in our days, and in our lives. We value resilience which enables us to handle difficult situations and recover and learn from them. We strive to help our clients make financial decisions that increase their resilience over time to give them the flexibility and freedom to handle whatever comes their way.
- Excellence: We help clients with critical financial and life decisions, and our standards for the quality of advice and service that we provide are high. Maintaining the quality of our advice requires consistent investment in ourselves to learn and grow in service to our clients. Our clients deserve an excellent experience and we will make decisions to prioritize the quality of our client experience above growth when needed.
- Teamwork: Although much of our work is autonomous, we believe in helping one another, covering for each other and supporting one another in maintaining work / life balance. Whether it’s a casework brainstorm, helping with a task, or taking care of one another’s clients so that we can all get time out of the office, we believe in working together.
- Diversity: We desire to build a team and serve clients with diverse backgrounds. We believe that it’s critical to support and empower women, people of color, and the LGBTQ+ community. We strive for our firm to be a place where all feel welcome, safe, and seen, both for team members and clients. We will not get this perfect, but it is a very high priority that we do everything we can to get this right.
WHO YOU ARE:
You’re looking for a firm where you can continue in a planning & operations role long term where you own the planning process, prep work and operations work to support Lead Planners as they serve clients. You want to do meaningful work AND have work life balance. You want to work hard and focus during work hours, and you want to be present for your life outside of work, too. You value flexibility in your schedule and have the self-discipline and organizational skills to take the time you need for yourself and your family, and get your work done with excellence and on time.
Integrity is a non-negotiable for you, and you want to work for a firm where you can feel 100% confident that every recommendation is made because it’s the right thing for the client.
You enjoy working on a team and having colleagues you can collaborate with, but you are happy to spend most of your working hours working solo and you enjoy working from home. You’re looking to work for a fast growing firm where you can have a real impact on how we do business and benefit from mentorship by successful women in our industry.
JOB DESCRIPTION:
This role will give you the opportunity to continue growing your skill set in financial planning and firm operations as you focus on supporting lead planners who serve clients of the firm. This role has some client-facing responsibilities, but is primarily focused on interfacing internally with the team.
Paraplanning Responsibilities (80% of role):
- Use proprietary planning process to prepare for client meetings including gathering data from clients, creating deliverables including net worth, cash flow, college calculations, retirement calculations, home purchase scenarios, life insurance calculations, disability insurance analysis, employee benefits analysis, and equity compensation analysis.
- Use Google Sheets daily for analysis and calculations
- Upload client tax returns to Holistiplan, run tax reports, and run tax projections
- Meet with lead planners weekly to review casework
- Join some client meetings, primarily for training purposes
- Manage Knudge (task management software) for clients which includes setting up tasks, checking for overdue tasks, and keeping lead planners apprised of need-to-know updates
- Set up clients in Monarch Money
Operations Responsibilities (20% of role):
- Support lead planners to ensure clients are well taken care of from an administrative, operations and client care perspective
- Onboard new clients including setting up and tracking agreements and payments, gathering data, and ensuring clients schedule their meetings
- Open new accounts and take care of account maintenance needs (no trading) on the Betterment for Advisors and Schwab platforms
- Prepare investment fee statements and manage portfolio reporting for AUM clients
- Complete compliance tasks and tracking
- Take initiative and continuously seek out opportunities to improve internal processes, the quality of our financial advice and our client experience
QUALIFICATIONS:
- 1+ years experience in financial services
- Bachelor’s degree
- Knowledge of financial planning topics including net worth, cash flow, retirement, college savings, life insurance, disability insurance, and estate planning
- Ability to read and analyze financial documents and spreadsheets
- Great with numbers
- Strong attention to detail without getting lost in the weeds
- Strong written and verbal communication skills
- Excellent listening and problem solving skills
- Strong organizational and time management skills
- Continuous learner
- Respectful to all team members and clients including those with different values and backgrounds
- Proficiency with G-Suite including Google Sheets
- Self-starter who enjoys working autonomously but within a team environment
- Proficiency with the Schwab platform is preferred, but not required
- Knowledge of equity compensation (ISOs, NSOs, RSUs, ESPP) is preferred, but not required
- FPQP® or CFP® designation is strongly preferred, but not required
COMPENSATION & BENEFITS:
- $65,000 – $80,000 base annual salary dependent on experience and skillset
- 10% annual discretionary bonus based on individual performance
- $500 bonus for every new ongoing client of the firm that you bring in (paid quarterly), but no expectation to bring in new business
- Full time remote/virtual W-2 position operating in the Pacific time zone, but you can be located anywhere in the United States
- 40 hours per week with the ability to set your own office hours (subject to company approval)
- Travel expected once per year for annual team offsite
- The Goodland Group covers 75% of employee premiums for health, dental, and vision insurance
- Up to eight weeks of paid time off each year, to be scheduled in advance and subject to approval
- 401(k) plan with 3.5% employer match
- Up to $1,000 annual professional development reimbursement with potential to sponsor CFP coursework
- Long term disability insurance paid for by The Goodland Group
- FPQP or CFP annual membership dues (if applicable)
APPLICATION PERIOD CLOSES JULY 31, 2026!
