Overview
About Investors Mosaic:
Investors Mosaic is a fee-only wealth management and financial planning firm providing advice, guidance, and encouragement to families who want to optimize their financial resources; align their personal finance with their personal values; and reduce financial stress. The firm was established in 2014 and is led by Evan McCormick, Founder and CEO. Our business model is geared towards focusing on fewer, but higher net worth families where we can deliver “white glove” customer service and deliver a holistic wealth management plan. Our client base is a mix of retirees and younger families entering their prime earning years, so the scope of work is broad and engaging. My goal is to build deep and trust-based relationships with families that span a lifetime. Our primary value is serving as a financial quarterback to our clients and their families, helping them navigate the challenges and emotions of managing one’s financial resources over a lifetime.
My “North Star” is to provide financial clarity and peace-of-mind for families through holistic wealth management services, which I define as financial planning, investment management, tax planning and estate planning. The overarching purpose of our wealth management service is to maximize the probability of success that families will reach their financial and life goals. My philosophy is that wealth management and financial planning needs to be enjoyable and fun, and we work hard to provide the financial coaching necessary to help get our clients where they want to be. We are committed to acting as fiduciary, something that is very important to us.
About the Position:
Investors Mosaic is seeking a highly motivated and energetic full-time client service associate to help Evan take the business to the next level. This position will be Evan’s “right-hand person” and the roles and responsibilities are much broader and dynamic than the title states. Importantly, over time, this role can expand into a Financial Planner role if that is part of your career ambitions. Evan is seeking an individual who is eager to help craft, enable and execute the next phase in the business’ evolution. I’m looking for someone that truly wants to build a long-term career with Investors Mosaic as I am going to invest a lot of time and resources into you and your career. My goal is to empower you to have an outsized impact on the business and your career. Please make sure to read Next Steps below for specifics on applying to this position.
Opportunity:
- This is a great opportunity for a professional who is looking to learn and grow in a collaborative and entrepreneurial work environment.
- This is an ideal fit for someone who values working both independently as well as in a team environment.
- This role has the option to be fully remote or hybrid, depending on your optimal situation. If you want to work remotely or in-person, we can make either situation work.
Responsibilities:
I will empower and encourage you to take full ownership of various aspects of the business, especially tasks that you find fulfilling. Your responsibilities will expand as you gain experience and demonstrate competency, but here is a brief summary of what you can expect to be your core responsibilities over the first 12 months:
- Client Services/Paraplanning
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- Attend all client meetings to begin building a deep relationship with clients.
- Prepare meeting agendas and post-meeting follow up.
- Rapid response to client communication and requests; communicate with both new and existing clients.
- On-going and ad-hoc financial analysis for clients (Excel).
- Track and manage “To Do” list for both Investors Mosaic and Clients.
- Update our regularly scheduled reports such as: One Page Financial Plan, Asset Map, Holistiplan Tax Report, and Advyzon Performance Reports.
- Technology and Operations
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- Become proficient in Advyzon, MoneyGuidePro, Holistiplan, and Asset Map.
- Create and follow work flows and checklists.
- Process custodial paperwork for new and existing clients.
- Project Management
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- Assist Evan in developing and executing a Client Service Calendar.
- Become an expert in Advyzon and MoneyGuidePro.
- Monitor and manage Client Portal on Advyzon.
- Update financial information in MoneyGuidePro as needed.
- Monitor and update broken links in MoneyGuidePro.
Required Qualities:
- Believe in and uphold the firm’s purpose, vision and values.
- Integrity, honesty and transparency are must-have core values.
- Have high ethical standards, intellectual curiosity, and a “can do” attitude.
- Detailed oriented and well organized to manage multiple work streams.
- Comfortable interacting with clients by phone and Zoom as you will be the front line for all clients.
- Service-minded and empathetic as money is emotional and stressful for everyone.
- Strong foundation in Microsoft Office, especially Excel, is a must.
- Ability to provide feedback / advice to Evan so that we continually improve and optimize the work environment. Be comfortable in speaking up when you need help.
- Ability to accept feedback and advice; open-minded to different ways of thinking and doing things.
Desired Qualities:
- 2+ years of experience in an RIA preferred
- Bachelor’s Degree
- FPQP® and AFC Candidate are preferred but not required
- Excellent written and verbal communication skills
- Highly competent in computer skills and willingness to learn new software. Our technology stack listed below, experience with any of these software tools is a plus:
- Advyzon (CRM and portfolio management tool)
- Asset Map (Visualization of Financial Resources)
- MoneyGuidePro (Financial Planning software)
- Holistiplan (Tax Planning Software)
- Schwab and Fidelity (Custodians)
Compensation & Perks:
- This will be a full-time W2 position.
- Salary range starting at $55K + depending on experience and designations.
- Health reimbursement, if needed.
- Retirement Plan with 4% employer match (100% up to 3% and 50% up to 5%).
- For the right fit, Investors Mosaic is willing to work with you to put together an attractive total compensation package based on your needs and preferences.
- Flexible work environment: can be fully remote or hybrid.
Next Steps:
- Along with your resume, include a short message or cover letter telling us about yourself, your professional history and your career aspirations. Be sure to answer the following question in your cover letter:
- What is your personal North Star? For example, what are your core values and why? What motivates you and excites you when you get out of bed?
- This listing will remain active until the position has been filled.
- This application process is being handled by Team Simply Paraplanner. Please direct all applications and questions directly to them. Any applications received outside of Simply Paraplanner will not be considered.