We provide Fee-Only Financial Planning and Investment Management services to families in our community.
If you are interested in a position below, please email email@example.com, indicate which position you are applying for, and include a copy of the contents of your resume in the body of the email.
Provide financial planning and investment guidance to our clients. Co-present financial planning tips in local workshops. Manage written communications, phone calls, and in-person meetings with clients.
Logistics: Full time, salaried, 401k Match, Health Care Plan, 3+ weeks paid time off and 10 national holidays, 3 days a week in office with at-home work possibility.
Draft written client communications, gather and post marketing content, assist in planning workshops, attend and annotate client meetings, greet clients in office and more.
Logistics: Full time, salaried, 401k Match, Health Care Plan, 10 days paid time off and NYSE holidays, In office position with opportunity for hybrid.
Compensation Range Dependent on Skills and Experience:
Assist in financial plan preparation, investment report preparation, client meeting attendance and annotation, investment research, business operations tasks and more.
Logistics: Part-time, 1099, by semester with potential for a multiple-semester position and opportunity to apply to full time position, work in BG office with hours flexing around education class times.