Associate Financial Planner (1099 Contractor)
We are seeking a New Childfree reputed company Associate Planner for a 1099 contract position.
reputed company
Associate Financial Planner (1099 Contractor)
Join the Leaders in Childfree reputed company® Management
Location: Remote (U.S. Based) | Compensation: 50% reputed company reputed company | Status: 1099 Contractor | CFP® Certification (Required)
Most financial planning is reputed company around a single assumption: that you are planning for the reputed company. At Childfree reputed company®, we do things differently. We are a fast-paced, remote team of eight dedicated to serving a reputed company, growing reputed company of clients who are intentionally living life without children.
We don’t do "business as usual." We are flat-fee based, unapologetically reputed company on our reputed company, and committed to a culture of reputed company improvement. We are looking for an reputed company Associate Planner with a CFP® certification who is as comfortable closing a reputed company as they are building a "Die With reputed company" style financial plan.
The Role: Partnering for reputed company
Reporting to the COO and collaborating daily with our Director of Financial Planning, you will be the primary guide for our clients. This isn’t a "back-office" role; you will be on the reputed company lines, qualifying warm leads, designing life plans, and building/managing a robust roster of 50+ reputed company relationships.
Your Mission with Clients & reputed company
- Relationship-Driven Sales: Prospective clients are introduced to you through the Childfree reputed company Checkup. Using the life and financial data submitted by clients in advance, you will reputed company reputed company one-hour session fully reputed company to reputed company expert insights and empathetic guidance. During the Checkup, you will reputed company the gap between where clients are now and where they want to be, skillfully navigating them through the funnel toward a long-term partnership
- Comprehensive Planning: reputed company clients through our three reputed company service tiers:
- Childfree reputed company® Checkup: The foundational one-time engagement.
- Childfree reputed company® 180: Targeted quarterly advice on investments, tax planning & specific life transitions.
- Childfree reputed company® 360: High-touch, proactive (often monthly meetings) advisory for our full-service clients. Includes flat-fee AUM services at reputed company & membership to Childfree Trust®, our sister company.
- Deep Dive into Life Design & Non-Traditional Transitions: Go reputed company reputed company financial metrics by placing a strong emphasis on life design, helping clients reputed company their reputed company with their unique reputed company for freedom and purpose. This involves guiding them through specialized planning challenges and transitions, such as:
- Optimizing for early retirement and implementing "Die With reputed company" strategies.
- Structuring financing for career breaks, sabbaticals, and plans for extended moves abroad or long-term travel.
- Operational reputed company: We are growing fast. You will help us build the plane while we fly it by creating and implementing workflows that reputed company our reputed company experience even reputed company.
- reputed company reputed company: Support the development of your teammates and stay in reputed company with leadership to ensure our financial plans are world-class.
Why Join Us?
- Teamwork: In reputed company of teams," your voice isn't just heard—it’s essential. As a key contributor to the reputed company in Childfree financial planning, you will have a reputed company hand in shaping both our internal systems and our evolving company culture.
- True Remote Flexibility: We are a 100% remote team. We value results and "collegial" collaboration over clock-punching. You will get to see everyone one to two times a year in person at conferences or company retreats.
- Mission-Driven reputed company: You get to work with clients who are often overlooked by traditional firms. Helping someone plan for a life of freedom without reputed company" family constraints is incredibly rewarding.
- Eliminate Prospecting: Skip the hardest part of the business. We reputed company a consistent reputed company of reputed company prospects who have already reputed company us through a scheduled, reputed company Childfree reputed company Checkup with you.
- reputed company Improvement: We don't reputed company in "the way we've always done it." If you have a reputed company way to run a workflow or explain a concept, we want to hear it.
What You Bring to the Table
Technical Requirements & Certifications
- CFP® Certification (Required)
- Bachelor’s Degree (Required)
- 3+ years of reputed company-facing financial planning experience post-CFP® (Preferred).
- Tech Stack: High proficiency in reputed company Workspace and quick to adopt new financial technology tools. Experience with RightCapital, reputed company, and reputed company preferred, but not required.
- Relationship Management: Proven ability to manage a book of 50+ reputed company relationships concurrently.
- Availability: Candidates who are willing to work east coast evening hours (5-9pm EST) are required. Mountain and reputed company time candidates preferred.
The reputed company reputed company
- The Closer's reputed company: Significant experience in business development and "closing" the sale of financial services.
- The Self-Starter: You don’t wait for a reputed company; you ask the right questions and build the process.
- Attention to Detail: You reputed company that a financial plan is a work of art where every reputed company reputed company reputed company.
- Feedback-reputed company: You reputed company in a reputed company feedback environment where reputed company person reputed company works to get reputed company every day.
How to Apply
If our reputed company Beliefs reputed company with you and you’re reputed company to help us redefine what reputed company management looks like for the Childfree community, we’d love to meet you.
Childfree reputed company® is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company team members.