Careers
We are driven by the pursuit of better. Better for our clients. Better for the industry. Better for our staff. Our employees drive our firm’s success and allow us to deliver our unmatched approach to our clients. At Better Money Decisions, your decisions will change the future of families and their generations that follow.
Looking for the best people willing to innovate to create better results.
Collaborative Culture
We are not Wall Street where intense competition creates winners and losers. We all win when we work together for the good of our clients.
Doing Things Better
At Better Money Decisions we work as a team: all focused on doing what is best for our clients. We look for fresh ideas and new approaches that improve our value to those we help.
You Have Impact
Since we are not a massive, faceless organization, you have direct control in how you want to engage with your clients and input as well in how we plan the future of the firm.
Positions We Regularly Recruit For
Senior Advisor
Join our fast growing team of dedicated professionals in a firm with a culture of collaboration and exceptional competence. If you have an established clientele and are tired of trying to “do it all” alone, we provide a place for you to grow and prosper.
A Senior Wealth Advisor has demonstrated a strong ability to maintain established client relationships and to bring new clients into the firm while contributing to business development and marketing initiatives. This role will also facilitate and support associate advisor career development.
Duties include managing the delivery of wealth management services to the client including financial planning, investment management, cash flow strategies, estate planning reviews and tax strategies.
Snapshot
- Reports to CEO
- Converts prospects into clients
- Manages and maintains relationships with high value clients
- Mentors and develops associate advisors
- Most senior advice role within the firm
- 8+ years of industry experience
Education and Experience
- College degree; Advanced degree preferred
- 8+ years of investment and financial planning experience
- Series 65
- CFP(R) Certification preferred
- Employee development expertise
- Financial information technology knowledge
Please apply by sending your information and resume
Apply Today
Client Service Representative
Education and Experience
- Minimum of 3 years experience in the financial services industry
- Series 65 or willingness to obtain
- An undergraduate degree preferred
- Knowledge of Microsoft Office and CRM systems preferred
- Knowledge of financial services operations and technology
Please apply by sending your information and resume
Apply Today
Associate Advisor
Snapshot
- Support role to Senior Wealth Advisor
- Primarily responsible for client retention
- Thorough knowledge of financial services business
- Strong relationship management skills
- Five to seven years experience
Education and Experience
- College Degree
- Series 65
- Five years experience in financial services
- Knowledge of financial services operations and technology
- Knowledge of Microsoft Office and CRM systems preferred
Please apply by sending your information and resume
Apply Today
Paraplanner
Join a women-owned collaborative team of fee-only advisors! Better Money Decisions is seeking a Virtual Paraplanner with 1-3 years of financial planning experience to provide support for its advisors. The ideal paraplanner should be self-motivated and detail oriented.
General duties include:
- Conducting client research.
- Preparing for client meetings.
- Creating financial plans using Money Guide Pro and other software platforms.
- Providing ongoing service and maintenance to clients.
- Delivering financial planning research services to the team of financial advisers.
- Ensuring the preparation of client advice is of the highest quality and delivered efficiently.
Education and Experience: Requirements and Preferences
- Bachelor’s degree
- 1-3 years of financial planning experience
- Series 65 preferred
- CFP® designation or actively working towards the CFP® designation
- Proficiency with Microsoft Office suite, especially Exceld
Qualities
- Attention to detail and organization
- Ability to multitask
- Effective communication with clients and advisors/staff members
- Effective and efficient time management
- Strong prioritization skills
- Ability to prioritize tasks and work in a deadline-driven environment
- Punctual
- Polite and clear phone manner
Functional Responsibilities
- Inputs client data, prepares preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
- Develops portfolio/robust product solution recommendations that will fit a client’s risk tolerance and time frame, and develops appropriate product deliverables
- Prepares charts, graphs, tables, and other visual aids to be used in implementation meetings with clients
- Understands major financial planning components
- Has knowledge of financial planning software systems
- Has knowledge of client relationship management (CRM) systems
About Better Money Decisions
Better Money Decisions is driven by the pursuit of better. Better for our clients. Better for the industry. Better for our staff. Our employees drive our firm’s success and allow us to deliver our unmatched approach to our clients. At Better Money Decisions, your decisions will change the future of families and their generations that follow so we are looking for the best people willing to innovate to create better results.
We have a collaborative culture: We are not Wall Street where intense competition creates winners and losers. We all win when we work together for the good of our clients.
We focus on doing things better: As a team focused on doing what is best for our clients, we look for fresh ideas and new approaches that improve our value to those we help.
You have impact: Since we are not a massive, faceless organization, you have input into improving how we engage with our clients.
Please apply by sending your information and resume
Apply Today
Join our team.
If you’re ready to grow your career by making a positive difference for your community; then we might be a great match. We encourage individuals with dynamic professional and educational backgrounds to apply and bring their passionate energy to helping others prosper.
REGISTRATION
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.