Remote Associate Financial Planner
1/21/2025
Experience Your Wealth, LLC
Jake Northrup
35 Brookwood Road
Bristol, RI 02809
jake@experienceyourwealth.com
Email
Experience Your Wealth is hiring!
We’re looking for a relatively newer CFP® professional to join our team as a fully remote Associate Financial Planner.
Why should you apply?
- You have a desire to work on a remote, boutique fee-only financial planning firm with a deep focus on clients’ life, values & relationship to money, partnered with deep technical financial planning work
- You’d like to directly support the lead planner in all aspects of ongoing client care
- You are interested in working with families with >$400k household income that have equity compensation, own a small business and/or have a net worth >$2 million
- You’d like to gain hands-on experience working with clients in all aspects of their financial life, without the requirement to bring in your own clients
- You value having flexible hours within reason & generous PTO
Starting compensation is $85,000 with an additional $3,000 travel stipend, $1,000 mental health stipend & $3,000 professional development stipend.
Application deadline is Friday, February 7th at 5 pm ET, but may close early pending the number of applications.
Details to apply here: https://bit.ly/EYWAssociateFinancialPlanner