Help(ers) Wanted!

Financial Planning is a helping profession.  We’re searching for our next “helper” to join the Single Point Team.

Being a financial planner isn’t all about the numbers.  In fact, personal finance tends to be more personal, than finance.

Is Single Point the right place for your career?

Open Positions

If you think the below feels like a fit to explore further, shoot us a note at careers@spcfo.com

Click the image to see expanded details (role, responsibilities, compensation & PCFO Career Path Journey).

Is this role right for you?

We’re very excited about what we are building here at Single Point.  We are growing at a strong pace with a laser focus on doing remarkable work for our clients.  This means having the right people in the right seats on the bus, and ensuring that our team is not stretched thin by the growth.  With that, we are looking to hire our next Personal CFO, this is SPP-speak for lead financial planner.

Priorities for areas of experience/expertise:

1.Income tax planning (experience having run or reviewed tax projections a bonus)

and/or

2. Equity Compensation & employee benefits experience

and/or

3.Exposure to clients with complexity in their cash flow (such as self-employed/business owner)

The growth of our business tends to be with a younger client base than the traditional firm, ie. It is not made up of retirees but of families in the middle of successful careers with a lot on their plates.  This is not by accident, but by design based on the client experience we have built which focuses on both advice & execution across our clients entire financial life.

We’re looking for a financial planner who wants to focus on doing just that, great planning as opposed to an asset-gathering mindset.   CFP required.  Would look favorably upon someone with (or working towards) an EA, CPA  or LLM background although its not required.

The ideal candidate would be at a PCFO Level 2 or 3 (see our PCFO Career Path for more details on the levels). We would consider a Level 1 hire for the right candidate as we would provide necessary support and training.

At all levels the approach we take in training is to do joint work with other PCFOs for the first 10-15 clients you take on as a lead as well as working closely with our centralized resources on the financial & behavioral planning, tax planning & investment.

Boston-based candidates are preferred however we are open to virtual for the right candidate (we have 25% of our team non-Boston based already).

Is Single Point right for you?

Our team has come from all sides of the financial services industry, the one word that is mentioned most often when we ask new hires to describe SPP: Different

If you are interested in developing your skills in both the art, and science of financial planning in a supportive, collaborative team environment (with none of the typical expectations of being a salesperson instead of a giver of advice), Single Point may be the place for you.

Personal CFO Career Path

At a high level, we have 2 separate career paths:

  1. Personal CFO (otherwise known as a lead financial planner)
  2. The Team Supporting the Team (internal roles that support the PCFOs & PAs deliver the experience to clients of the firm)

Check out our detailed Career Path journey highlighting the stages of growth and progression for our Personal CFOs.

SPP Core Beliefs

We Help People:

When someone is referred to us or finds us our top priority is to ensure they leave the interaction with us having helped them, not that they become a client.  We aren’t the right fit for everyone, everyone isn’t the right fit for us, and it isn’t always the right time for them to engage with us.  However, we can always be helpful.  This might mean simply answering some questions or finding them a resource.  But we take the time to help. The mindset to help others is critical to financial planners.

Team Approach:

We have strived to purposefully design SPP to operate as a team.  Clients are considered clients of the firm, not of any one of us.  We know that by working together it will bring the best possible experience to our clients.  That is why we have tried to design all aspects of our organization through a lens of teamwork, from compensation to communication to use of technology.  

Transparency:

Transparency and simplification of fees is one of the core differentiators of SPP that empowers us to engage with our clients under the Personal CFO approach, where the client’s priorities – not ours – drive the relationship.  With that, we also believe in transparency internally as a firm.  We hold monthly firm meetings where you are encouraged to ask questions or bring ideas for us to improve.  We also hold monthly one on one meetings focused on your growth which allows another opportunity to express any feedback, concerns or questions.

Simplicity:

We believe in simplicity wherever possible.  This includes our planning & investment philosophies.  Our goal is to simplify our client’s lives.

Embrace “I Don’t Know”:

No one expects you to have all the answers.  Feel comfortable saying “I don’t know”, both internally and to clients.  With that, we expect it to always be followed by “but I’ll help you find out”.  It is ok to make mistakes too, when we make them we work to correct them together.

Pro Bono:

We prioritize time for pro-bono work.  As financial planners we have a unique set of knowledge that can help so many people.  The reality is most people who truly need financial advice can’t afford it (or feel like they can’t afford it).   It’s important to us to participate in opportunities to share this knowledge we have with those in need.  We typically do this via the pro-bono programs made available through the FPA.