We are looking for someone with a strong financial background who would like to grow into a lead financial planner with our company. In order to love this job, you should be comfortable discussing money and divorce. These are our areas of expertise and topics that will be at the heart of client communications. We approach these topics with compassionate understanding and believe that everyone deserves to be supported in these areas, no matter how challenging. • This is a full-time in-office position with some flexibility to work remotely. The schedule is M-Th from 9:00-5:30 and Friday from 9:00-4:30 with some flexibility. The position requires an occasional Saturday from 10:00-2:00. • This is a W2 employee position • Starting compensation is $60,000 with additional incentive-based compensation. Responsibilities: • Collaborate with financial planners to provide direct support to existing clients • Assist with onboarding new clients • Prepare financial analyses and financial plans for clients based on their goals and priorities • Conduct investment reviews with existing clients • Maintain notes on all client interactions in the relevant CRM system • Complete additional training to prepare to take full responsibility for client accounts • Working with the Administrative Assistant to learn all administrative aspects of client care and provide backup support when she's out Qualifications: • Experience in financial services • 4-year college degree • Desire to become a lead financial planner within 2-3 years • A valid and active Series 65 or Series 66 is required or may be obtained within a 120-day condition of employment • CFP, CDFA, CPA, EA, or CFA designation preferred Compensation: $60,000 + bonus

• Collaborate with financial planners to provide direct support to existing clients • Assist with onboarding new clients • Prepare financial analyses and financial plans for clients based on their goals and priorities • Conduct investment reviews with existing clients • Maintain notes on all client interactions in the relevant CRM system • Complete additional training to prepare to take full responsibility for client accounts • Working with the Administrative Assistant to learn all administrative aspects of client care and provide backup support when she's out