Pathway Financial Advisors, LLC · 1 day ago
Director of Financial Planning and Investments
South Burlington, VT
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $250K/yrPathway Financial Advisors LLC is an independent financial planning firm serving high-net-worth clients and business owners. The Director of Financial Planning & Investment Strategy will drive the firm's investment strategies while ensuring clients benefit from innovative financial planning ideas.
Financial ServicesRetirementRisk Management
Responsibilities
Participation in advanced industry education
Regular review of relevant trade publications and professional journals
Attendance at major financial planning conferences
Participation in study groups and peer collaboration forums
Leading the Financial Planning Committee
Serving as a technical resource for Lead Planners on complex client cases and performing detailed research on technical matters. Providing peer reviews on complex or unique client issues
Establish, document, and monitor consistency of financial planning processes across the firm
Stay current with and evaluate technology solutions that support advice delivery, including:
Financial planning, tax planning, estate planning, and portfolio management applications
Collaborating with the Operations Coordinator on technology implementation and optimization
Lead the Investment Committee and manage the firm’s Portfolio Implementation Guide (PIG)
Continuously assess the economic and investment landscape for potential enhancements or modifications to the Firm’s investment strategy
Serve as the subject-matter expert of the Firm’s portfolio management software and continually optimizing same
Support Lead Planners with trading execution and portfolio management as needed
Author the quarterly investment letter to clients
Assist with production of client-facing educational content (e.g., videos, social media posts)
Additional projects/tasks as they are identified
Qualification
Required
Relevant experience in an advisory or investment management role
One or more of the following: CFP® Certificate or candidate, CFA Level 1 or above, or advanced degree in an applicable financial discipline
Highly driven self-starter with strong attention to detail and natural curiosity
Proven track record of searching for and identifying solutions for a firm or their clients
Benefits
Health and Dental insurance
401K Retirement Plan
Profit Sharing
Paid time off
Learning opportunities with a collaborative team
Company
Pathway Financial Advisors, LLC
Pathway Financial Advisors LLC is an independent financial planning firm serving high-net-worth clients and business owners, all over the country, from our offices in Burlington, Vermont, and Atlanta, Georgia.
Founded in 2000
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Smith CFP®
Partner and Lead Financial Planner
Scott Beaudin CPA-PFS, CFP®
Financial Planner, Founder
Company data provided by crunchbase