Careers

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

 

The Client Service Representative works with the entire team to coordinate all client service activities, with a focus on delivering an exceptional client experience. This position is critical in maintaining excellent client relationships and the highest quality of services. Detail oriented and exceptional listening and communication skills are a must. This position requires a patient and methodical approach to client service requests and solving any service-related issues. An understanding of the processes and paperwork involved in meeting client expectations is essential for the successful candidate.

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

 

An Associate Wealth Advisor is a support role to the Senior Wealth Advisor. The primary responsibility is the retention of existing client relationships. The position requires a thorough knowledge of the financial services business and a commitment to delivering a comprehensive client solution. Candidates must have strong personal relationship management skills and be reliable, organized and deadline driven. Qualified applicants excel in working in a self-directed, collaborative environment.

 

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

 

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