A Little About The Role
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.
What You’ll Be Doing (High Level)
What You’ll Be Doing (The Details)
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 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.
See our Personal CFO Career Path (below section) for more details.
What You Won’t be Doing
This role is a bit different than similar-titled roles in other wealth management firms…
We think interested candidates should know what the role is NOT:
- No – Prospecting – we are looking for talented planners to work with the growing demand for our services
- No – Being on your own – we work in a team environment to deliver the best possible experience to our clients
- No – Executing trades & money movement – we have central resources on the investment (and tax) front to execute
List of Qualities it would be cool if you had
- Curiosity – The instinct to ask great questions, and to dig a bit deeper below the surface.
- Empathy – It’s hard to imagine someone being effective in any “helping-based” career without the ability to understand and share the feelings of others.
- Listening – We start all meetings with a reminder that the agenda isn’t about us, it is about hearing from our clients and listening to their priorities.
- Attention to Detail – Our financial lives are complex. A strong framework & organization of them requires precision.
- Resourcefulness – No one person can have all the answers. It takes a team. Knowing where to find the right answers to the right questions.
- Proficiency in technology a must – experience with eMoney is a plus
What do you get paid?