Childfree Wealth, LLC Associate/Servicing Planner - Core Team Remote · Full time Company website

As an Associate/Servicing Planner- Core Team, you will work closely with our clients to develop ongoing, comprehensive financial plans tailored to their specific needs and goals. You will analyze their financial data, provide strategic recommendations, and help them make informed decisions to simplify their finances and build an amazing life. This role requires strong relationship and analytical skills, attention to detail, a deep understanding of financial planning principles, and a desire to help clients improve their lives in actionable ways.

Description

We are seeking the right person to join our growing team. Childfree Wealth® is a life and financial planning firm that provides fee-only, flat-fee, fiduciary services to Childfree and Permanently Childless people.

 

We are looking for a motivated and detail-oriented individual to join our team as an Associate/Servicing Planner- Core Team. As a Planner, you will play a crucial role in helping our clients to develop comprehensive, ongoing financial plans tailored to their specific needs and goals. This position is a full-time remote role within the United States.

 

If you are passionate about financial planning and helping clients achieve simple finances so they can live amazing lives, we encourage you to apply for the Associate/Servicing Planner- Core Team position at Childfree Wealth, LLC (CW). Join our team and make a difference in our clients' lives!


What we expect of you:

Responsibilities to Clients & Team Members:

  • Serve as a trusted advisor, leading regular meetings with clients and guiding them through creating a life and financial plan that fits their individual needs
  • Maintain ongoing client relationships by providing support, financial education, and guidance where needed
  • Collaborate with other team members to ensure seamless client service and satisfaction
  • Support the learning and development of all team members
  • Assist with creating and implementing workflows and procedures to improve efficiency and enhance client experience  

Responsibilities to CW:

  • Stay up-to-date on industry trends and changes in financial regulations
  • Ensure all financial planning activities comply with industry regulations and company policies
  • Conduct research on investment opportunities and market trends
  • Assist with activities and projects to create systems and workflows for our growing team
  • Other duties as assigned

 

 

Qualifications:

  • Certification: CFP® Certification required
  • Education: B.A. or B.S. degree required
  • 3+ years of client-facing financial planning experience preferred
  • Excellent interpersonal skills and ability to build connections with clients 
  • Strong analytical and problem-solving skills with a keen attention to detail
  • Willingness and ability to learn in a continuous feedback environment
  • Excellent project management skills with the ability to prioritize and track multiple tasks
  • Ability to quickly adopt and implement new skills, processes, and technology   
  • Proficiency in Google Workspace and Microsoft Office Suite is required



What Makes Us Different:

  • Life before finances - helping clients solve for what’s the important impact for them
  • Serving a “new” population that has been historically underserved. Approximately 25% of the US is Childfree
  • Build relationships - Enjoy a schedule filled with clients who have been qualified and signed up by our business development team 
  • Flat fee service -adeptly guide clients to take action on unbiased recommendations that are in their best interest
  • Educate, not mandate - you act as their personal financial coach and mentor
  • A startup team that thinks differently about the industry - we value both continuous improvement and your opinions


What We Offer:

We believe in radical transparency. This position annually pays $70-100k (based on experience) +company bonus opportunities.  Our compensation package may be average in the industry, but we promise an outstanding learning experience and value work-life balance. From the start, you will get a chance to experience and learn about life and financial planning with a behavioral focus and become a Childfree Wealth Specialist®. We go way beyond the numbers.

Other Benefits Include:

  • Remote work from anywhere in the US
  • Continued training and an annual team retreat
  • 401(k) with company match
  • QSEHRA
  • Flexible PTO
  • Transparent and detailed career ladder


About Childfree Wealth®

Childfree Wealth® is an investment advisor registered with the SEC that serves customers across the U.S. We are a flat-fee, fee-only, fiduciary financial planning firm that only charges for our time (no AUM fee or minimum assets). Our goal is to make financial planning accessible to everyone. Childfree Wealth, LLC is an equal opportunity employer and we do not discriminate on the basis of race, color, religion, gender, sexual orientation, gender identity, national origin, age, genetic information, disability, or veteran status. You can review our guiding principles at https://childfreewealth.com/blog/childfree-wealth-principles.

Salary

$70,000 - $100,000 per year