Melanin Money · 3 months ago
Financial Planner/Advisor
United States
Full-time
Remote
Mid Level
$75K/yr - $85K/yr
3+ years expMelanin Money is a financial planning firm dedicated to empowering individuals to achieve financial independence and close the wealth gap. The Financial Planner/Advisor will create personalized strategies for clients, focusing on their unique financial goals and providing ongoing support.
ApparelContentE-CommerceEducationFinancial ServicesLifestyleOnline ForumsPersonal FinanceSubscription Service
Responsibilities
Meeting with clients to understand their financial goals, risk tolerance, and unique challenges
Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization
Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions
Educating and empowering clients with the knowledge and tools needed to confidently manage their finances
Researching and recommending investment opportunities that align with clients' objectives
Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice
Collaborating with our team to refine strategies and implement innovative solutions
Qualification
Required
A Bachelor's degree in finance, economics, or a related field
A Series 65 FINRA License (required)
3-5 years of experience in financial planning or investment management
Strong analytical skills and the ability to create effective financial solutions
Excellent communication skills with a knack for building strong, trust-based client relationships
Attention to detail and a commitment to delivering accurate, high-quality work
Proficiency with financial planning software and tools
A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment
Benefits
Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days.
Competitive Compensation: Enjoy a base salary with performance-based incentives.
Professional Growth: Access ongoing training, development programs, and career advancement opportunities.
Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact.
Meaningful Work: Help clients achieve their financial goals and create generational wealth.
Company
Melanin Money
Melanin Money offers wealth-themed apparel, a financial education community, and a podcast sharing money and business insights.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase