The Role – Financial Planner, NOT Family Prospector

There is NO PROSPECTING, NO SALES, no business development, or marketing in this role. We want a competent CFP® who wants to do what they are trained to do: plan people’s finances to help them retire successfully, save takes, invest wisely, and create a legacy. 

The Work – Planning for Clients, not Seeking for Prospects

You will not do any prospecting, call any leads, or try to convert prospects to clients. You will work directly with the firm’s CEO, Freeman Linde, CFP®, EA, on his clients. This is not just a relationship manager or client service associate role. You will do real planning and be expected to use your expertise to make recommendations and solve complex problems. You will correspond with clients via email, phone, Zoom, and Zoom Clips, and join client meetings. You will be working with clients who have $500,000 to $10,000,000 in assets with Freeman. 

The Service – Financial Strategies, Not Products

We are the only NAPFA-registered Fee-Only Firm in the Coulee Region. We don’t sell insurance or products. We provide strategies and insights that turn clients into raving fans. Tired of selling whole life insurance and annuities? Come do real planning, learn how to sell yourself, and then deliver on that sale with real strategies and results. 

Duties

• Develop personalized financial plans that encompass investment management, retirement planning, estate planning, tax strategies, and cash flow management.
• Conduct thorough financial analysis using advanced financial software tools such as eMoney, ProConnect Tax Advisor, and more, to assess clients’ current financial status and identify opportunities for growth.
• Advise clients on estate planning matters, including wills, trusts, and estate law, ensuring their assets are protected and aligned with their wishes.
• Maintain up-to-date knowledge of financial concepts, market trends, and regulatory changes to provide accurate guidance.
• Build strong client relationships through exceptional customer relationship management practices, ensuring ongoing support and trust.
• Learn and provide real tax planning strategies to the mass affluent. 

Experience

• Certified Financial Planner™ designation preferred.
• Proven experience in financial services or asset management with a focus on comprehensive financial planning.
• Strong background in estate planning, wills, trusts & estate law, tax experience, and investment management.
• Familiarity with financial analysis techniques and the use of financial software platforms.
• Demonstrated ability to communicate complex financial concepts clearly to diverse audiences.

Requirements

• High cognitive and learning ability.
• Communication skills.
• Sense of humor.

Hours

• Mostly 8-5 M-F.
• Required to be available one night per week for a 5:00 meeting start time. 
• Required to do up to six evening workshops per quarter as support. 

Pay

• Gross Pay is a tiered fee per client. As of April 15th, it would come out to $90,000/yr. 
• Your starting pay would thus be $7,500. This is re-evaluated quarterly for quarterly raises. 
• Your starting pay will be higher if you have your own qualifying clients to bring, but this is not expected. 
• With current growth rates, you’ll be above $150,000 in two years, and well above $200,000 in five.
• This is gross pay. Retirement and insurance benefits can be arranged within this, not on top of it. This makes it super simply to calculate pay and know how your additional effort affects it. 

Application Requirements

After applying, you will be required to complete some tasks:

• CCAT and EPP – 30 Minutes – On Your Own
  • Criteria Cognitive Aptitude Test
  • Employee Personality Profile
• Complete Phone Interview – 15 Minutes – Via Phone
• Complete In-Person Interview – 60 Minutes – 1131 Main Street
• Complete Paid Work – 8 Hours – 1131 Main Street. $25/HR
• Complete Spousal Interview – If Applicable