Aurelius Family Office · 20 hours ago
Financial Planner (CFP/PFS-CPA)
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years exp
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Responsibilities
Develop timely financial plans that incorporate a client’s investments, retirement aims, tax obligations, insurance needs, charitable gifting desires and estate planning objectives.
Use various tools to evaluate a client’s financial condition and make recommendations to meet the client’s stated short and long-term financial goals.
Summarize client and prospect meeting notes and assign tasks.
Research and participate in projects designed to maximize client service.
Review insurance strategies, employee benefits retirement planning and charitable planning.
Evaluate/refine asset allocations to ensure the investment portfolio matches the client’s risk profile and projected returns to meet the family’s financial goals.
Mentor and provide training and guidance to AFO associate financial planners.
Qualification
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Required
CERTIFIED FINANCIAL PLANNER™ designation; and, Certified Public Accountant
10+ years of experience for SEC registered RIA firms
Bachelor’s degree in a related field
Outstanding problem-solving skills [you think outside the box and develop innovative solutions]
Excellent communication skills with a client-oriented focus [you engage your team members, clients, and vendors to maximize information exchanges]
A humble spirit [you share your knowledge with team members while being open to learn from others]
Working knowledge of investments, insurance, employee benefits and retirement planning
Ability to work seamlessly with Microsoft Office (including Excel, Word, PowerPoint, etc.)
High integrity and strong work ethic
Preferred
Familiarity with Wealthbox, Holistiplan, InStream, Orion, RightCapital, eMoney
Benefits
Base salary
Quarterly revenue sharing
Health benefits
Company
Aurelius Family Office
Aurelius Family Office, LLC is a registered investment adviser based in Bedford, NH.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
