Financial Planner Chemistry Wealth Management is a Registered Investment Advisory firm with Charles Schwab as our custodian. Chemistry Wealth Management focuses on building a strong team dedicated to our clients to form long-term relationships with great people. The Financial Planner will join a team that is an integral part of the work we do for our clients, offering highly detailed wealth management advice. The candidate must have experience in financial planning and extensive knowledge of cash flow analysis, income tax strategies, investment analysis, and intergenerational planning. Through deep knowledge of the client's personal goals, needs, and values, the Financial Planner and Financial Advisors will work together to tailor specific recommendations that offer the best available strategies, products, and services. Responsibilities: · Develop financial planning advice deliverables · Maintain internal informational databases and a financial planning pipeline · Coordinate with our Client Relationship Managers and Advisors · Data gathering and analysis · Identify innovative workflow efficiencies and propose improvements to enhance financial and industry data quality and timeliness · Collaborate with the client advisory team (Investment Committee and Wealth Advisors) to create value for the client. · Appropriately assess risk, demonstrating consideration for the firm's reputation and safeguarding Chemistry Wealth, its clients, and assets by driving compliance with applicable laws, rules, and regulations, adhering to policy, applying sound ethical judgment regarding personal behavior, conduct, and business practices, and escalating, managing, and reporting control issues with transparency Qualifications: · 3+ years of Financial Planning/Analysis experience required · Proficiency/Expertise in Excel · Experience with NaviPlan or similar financial planning software preferred · Organized with strong attention to detail and the ability to communicate with the team · An ability to meet deadlines, logically tackle problems, and set priorities · The ability to thrive and deliver in a dynamic environment · Strong verbal and written communication skills · CFP or CFA designation · Are legally authorized to work full-time in the United States and will not require visa sponsorship now or in the future Education: Bachelor's/University degree or equivalent experience Chemistry Wealth is an equal opportunity and affirmative action employer. Qualified applicants will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Chemistry Wealth invites all qualified interested applicants to apply for career opportunities. Company Description At Chemistry Wealth we do more than just help our clients grow their wealth. We work side-by-side with each client, providing thoughtful counsel and smart decisions, so they can better navigate life's highs and lows, and realize their goals and aspirations.
At Chemistry Wealth we do more than just help our clients grow their wealth. We work side-by-side with each client, providing thoughtful counsel and smart decisions, so they can better navigate life’s highs and lows, and realize their goals and aspirations.