At Platt Wealth Management, we empower our clients to lead their best lives by providing them with the financial expertise they need to achieve their goals and dreams.
We are a fee-only fiduciary with a strong client-first focus. We are driven to provide the highest level of expertise and advice for our clients. We are passionate and excited about what we do and how we can help our clients.
We are seeking an exceptional, customer-focused financial planner to join our firm.
Prepare financial analyses for clients, including retirement, estate planning, education-funding, stock options, risk management needs, social security analysis.
Work with team to ensure accuracy of client information and the proper handling of financial planning service requests and follow-up.
Work with team to create, maintain and champion positive client experiences.
Act as a financial planning resource for the firm and clients.
Maintain excellent working relationships with existing business partners (attorneys, accountants, etc.) to strengthen client financial team and positive financial planning outcomes.
2+ years of prior experience working as a financial planner.
Proficient computer skills and a strong familiarity with financial planning software (such as E-Money), Redtail, or other CRM.
• Attention to detail and strong organizational skills.
• A positive solution-seeking attitude, high energy level, and passion for making a positive impact in the lives of our team and clients.
• Demonstrated interpersonal, written, and verbal skills
We offer you an encouraging place to work in a team-based environment. We are a values-based culture that respects people and their unique talent, experience, and ambition.
Additional Salary Information: COMPENSATION/BENEFITS PACKAGE: • Discretionary bonuses for team performance. Quarterly bonuses for individual goals achievements • A 401(k) and Defined Benefit plan with employer contributions • QSERHA Medical Stipend. Paid licensing, yearly education stipend.
About Platt Wealth Management
At Platt Wealth Management, we empower our clients to lead their best lives by providing them with the financial expertise they need.
We help our families think through their goals, and even dreams they never thought possible. Then, we work together to put in place financial options that give them peace of mind.
Platt Wealth Management is a team of experts who take the time to really get to know our clients. Once we understand their needs and wishes, we apply our full complement of wealth management services, sophisticated financial planning and disciplined investment management.