Financial Planner
Finwell®, Inc. - nashville, TN
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Company DescriptionFinwell is a fee-only financial planning and private wealth management company based in Nashville, TN, with a flexible remote work option. The company is dedicated to helping individuals achieve their financial goals by providing unbiased fiduciary advice. Finwell's core values include always prioritizing clients' goals, frequent communication, actionable advice, and financial education. We do not have sales goals.Role DescriptionThis is a full-time client facing hybrid role for a CERTIFIED FINANCIAL PLANNER, CPA or other credentialed professional. The planning professional will be responsible for working directly with clients. They will be the main point of contact when creating comprehensive financial plans and providing advice and assistance in the financial planning and delivery process. The position is based in Nashville, TN, with the flexibility for some remote work.QualificationsFinancial Planning, Personal Financial Planning, and Retirement Planning skillsCFP® certification or a CPA is preferredStrong analytical and problem-solving skillsExcellent communication and client relationship management abilitiesBachelor's degree in Finance, Accounting, Economics, or related field5 years of experience in financial services industry is preferredG+, powerpoint, excel and the ability to learn new software systemsPresentation creation and delivery experienceLifelong learnerUnderstanding of the startup environmentSelf motivated with a positive can do attitudeFlexible and creativeAbility to work alone or within a teamAbility to handle conflict professionally and skillfullyYou will have up to two direct reports: an analyst and an associate.Benefits401(k)- Traditional and ROTH with a 3% employer matchAll bank holidays paid time offWork from home FridaysPTOMedical, dental and visionOffice gym and pool (during Summer)
Created: 2024-10-18