Senior Financial Advisor
FartherSalary not specified
- Full Time
- Senior (5 to 8 years)
$125,000 – $150,000Compensation
Mid-level (3 to 4 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, FintechIndustries
Position Overview
- Location Type: Remote
- Job Type: FullTime
- Salary: $125K - $150K
Earned is a tax-smart financial services firm dedicated to serving doctors, their families, and their practices. We are a rapidly scaling company backed by leading investors and focused on redefining financial services for medical professionals. We are seeking a dynamic Wealth Advisor to join the Client Advisory Team. This role offers a unique opportunity to utilize technology and apply advice strategies to help doctors realize their full wealth potential. The ideal candidate desires to work in a team-oriented, tech-forward, comprehensive wealth management practice and gain valuable experience in a fast-paced, innovative wealth management business.
Requirements
- Strong understanding of financial planning principles
- Excellent client relationship management skills
- Ability to assess client’s overall financial needs
- Experience developing and implementing financial plans
- Comfortable working with technology and modern tax-smart tools
- Desire to work in a fiduciary capacity
- Team-oriented mindset
Responsibilities
- Turn clients into raving fans who love us and are eager to refer us to their doctor friends
- Build deep, meaningful, and impactful relationships with doctor clients
- Assess clients’ overall financial needs
- Develop clients’ financial plans
- Implement proposed strategies across investing, tax, estate, insurance, and debt/capital
- Report directly to the Chief Wealth Officer
Company Information
- About Earned: A tax-smart financial services firm dedicated to serving doctors, their families, and their practices.
- Growth Model: Aggressive M&A strategy, acquiring and integrating best-in-class financial services firms.
- Funding: $200M secured from investors including Summit Partners, Silversmith Capital, Juxtapose, Hudson Structured, and Breyer Capital.
- Technology: Technology-driven approach with an iOS app and modern tax-smart tools.
- Focus: Separates sales and advice roles to prioritize exceptional client service.
Skills
Financial Planning
Client Relationship Management
Financial Needs Assessment
Financial Plan Development
Financial Plan Implementation
Tax Planning
Estate Planning
Insurance
Debt Management
Technology
Fiduciary
Earnest
Provides low-interest student and personal loans
About Earnest
Earnest provides financial services focused on student loan refinancing, private student loans, and personal loans. The company uses advanced data analysis and underwriting software to assess each client's financial situation, allowing them to offer low-interest rates tailored to individual needs. Clients can select flexible repayment plans that suit their financial circumstances, making it easier to manage their debt. Unlike many competitors, Earnest continuously adjusts its rates based on market conditions to remain competitive. The goal of Earnest is to help financially responsible individuals effectively manage their educational and personal debt.
San Francisco, CaliforniaHeadquarters
2013Year Founded
$123.5MTotal Funding
ACQUISITIONCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees