RIA Specializing In Alternative Investments Seeks (2) IAR/CFP/Series 65 Financial Planners Immediately Flourishing Registered Investment Advisor with (3) Investment Advisor Representatives and (1) Paraplanner seeks (2) CFP/RIA/Series 65 Financial Planners for immediate remote part-time contractor positions. These positions are entirely remote and require thorough competency with Zoom meetings, enthusiasm for client interactions, consistent 9 am - 5 pm CST weekday availability, and experience with alternative investments including real estate, private/hard money lending, blockchain/crypto, funds, SPVs, conservation easements, mineral rights, and planning for clients utilizing tax-efficient strategies.  We are an RIA in name but in culture, we are a family and we take care of each other, pick up the slack when needed, are all close friends who have a good time together, and this, in turn, allows us to take care of our clients as though they were members of our family as well. If this isn’t a culture that you want to put your heart and soul into, please do not apply for these positions. If you are a whiz with numbers, love data analytics, can make comprehensible and accurate spreadsheets blindfolded, AND have an alternative investment and tax planning background, reach out to us. We’re excited to consider qualified candidates from all financial planning backgrounds. If you do not have a financial planning background with experience in the abovementioned planning strategies, please do not apply for these positions. Responsibilities: Specifics of Employment Opportunity • Part-Time, hourly position • Fully Remote • 20 hours per week • 9am - 5pm CST weekday availability required though significant day-to-day flexibility is possible • Contractor role • Travel to (1) community event per quarter required (3-5 days at the end of Jan/Apr/July/Oct each year, all expenses and hours paid) • Bonuses and profit-sharing opportunities aplenty as well as numerous opportunities to invest in private placements, closed funds, VC opportunities, and other investments not available to the general public. Qualifications: Required Skills • CFP, IAR, or Series 65 • Background in and knowledge of alternative investment strategies • Familiarity with tax-efficient investment strategies • Expertise with softwares/platforms such as eMoney Advisor, Zoom, Google Drive, and Redtail  • Quick study on new clients, initiatives, and procedures • Positive attitude and friendly demeanor • Commitment to being a team player • Enthusiasm for daily video conferences with clients via the Zoom platform and the requisite follow-up analysis and management of the data gathered • Experience in preparation and execution of financial plans and asset allocations for a broad range of client types • Strict adherence to confidentiality protocol • Strict adherence to all applicable federal, state, and local legal requirements Compensation: $40 - $60 hourly

• Specifics of Employment Opportunity • Part-Time, hourly position • Fully Remote • 20 hours per week • 9am - 5pm CST weekday availability required though significant day-to-day flexibility is possible • Contractor role • Travel to (1) community event per quarter required (3-5 days at the end of Jan/Apr/July/Oct each year, all expenses and hours paid) • Bonuses and profit-sharing opportunities aplenty as well as numerous opportunities to invest in private placements, closed funds, VC opportunities, and other investments not available to the general public.