We’re Hiring!

The Goodland Group is hiring a Financial Planning Associate to start in spring 2024!

the application period for this role has now closed.

Who You Are

  • You’ve been in financial services for a few years now, and you’re looking for a firm that feels like the place you want to stay long term.

  • You might be a career changer, or you might have started in financial services straight away after college. Either way, you’re looking to join a firm where you can do meaningful work AND have work life balance.

  • You want to work hard and focus during work hours, and you want to be present for your life outside of work, too. You value flexibility in your schedule and have the self-discipline and organizational skills to take the time you need for yourself and your family, and get your work done with excellence and on time. 

  • Integrity is a non-negotiable for you, and you want to work for a firm where you can feel 100% confident that every recommendation is made because it’s the right thing for the client.

  • You value training and mentorship, and you’re looking to learn from the right people.

  • You love working with numbers but you are also an excellent communicator.

  • You enjoy working on a team and having colleagues you can collaborate with, but you are happy to spend most of your working hours working solo, and you enjoy working from home. 

  • As your career progresses, you might see yourself continuing in a planning & operations role where you own the planning process, prep work and operations work to support Lead Planners as they serve clients. Or, you might see yourself becoming a Lead Planner working directly with clients and “owning” the client-facing experience from start to finish. 

  • You’re looking to work for a fast growing firm where you can have a real impact on how we do business.

job description

  • Learn the “Goodland way” of planning and provide this level of service to the clients we serve.

  • Use proprietary planning process to prepare for client meetings including gathering data from clients, creating deliverables including net worth, cash flow, college calculations, retirement calculations, home purchase scenarios, life insurance calculations, disability insurance analysis, employee benefits analysis, and equity compensation analysis.

  • Use Excel and Google Sheets daily for analysis and calculations

  • Support Lead Planners to ensure clients are well taken care of from an administrative, operations and client care perspective

  • Onboard new clients including setting up and tracking agreements and payments, gathering data, and ensuring clients schedule their meetings

  • Upload client tax returns to Holistiplan, run tax reports, and run tax projections

  • Ensure that clients are scheduled appropriately throughout the year

  • Meet with Lead Planners weekly to review casework

  • Join some client meetings, primarily for training purposes

  • Open new accounts and take care of account maintenance needs (no trading) on the Betterment for Advisors and Schwab platforms

  • Monitor cash balances in investment accounts

  • Prepare investment fee statements and manage portfolio reporting for AUM clients

  • Manage AdvicePay to ensure all clients have signed planning and investment agreements and that upfront and ongoing fees are current

  • Manage KPI tracking for the firm including new clients, AUM, etc.

  • Set up clients in Monarch Money

  • Manage Knudge (task management software) for clients which includes setting up tasks, checking for overdue tasks, and keeping lead planners apprised of need-to-know updates

  • Organize expenses for The Goodland Group to help with monthly bookkeeping 

  • Complete compliance tasks and tracking

  • Respond to client needs promptly and thoroughly

  • Take initiative and continuously seek out opportunities to improve internal processes, the quality of our financial advice and our client experience

SKILLS REQUIRED

  • 3+ years experience in financial services

  • Bachelor's degree

  • CFP® designation or willingness to pursue CFP® designation

  • Solid working knowledge of financial planning topics including net worth, cash flow, retirement, college savings, life insurance, disability insurance, and estate planning

  • Knowledge of equity compensation (ISOs, NSOs, RSUs, ESPP) is preferred but not required

  • Strong written and verbal communication skills

  • Excellent listening and problem solving skills

  • Continuous learner

  • Respectful to all team members and clients including those with different values and backgrounds

  • High emotional intelligence

  • Proficiency with G-Suite and Excel

  • Strong attention to detail without getting lost in the weeds

  • Passionate about having a positive impact on clients’ lives through financial planning

  • Strong organizational and time management skills

  • Self-starter who enjoys working autonomously but within a team environment

  • Familiarity with working in the tech industry preferred

DETAILS

  • $75,000 - $85,000 base annual salary dependent on experience, skill set, and CFP status

  • 10% discretionary bonus based on individual performance 

  • $500 bonus for every new ongoing client of the firm that you bring in (paid quarterly), but no expectation to bring in new business

  • Full time remote/virtual W-2 position operating in the Pacific time zone, but you can be located anywhere in the United States

  • 40 hours per week with the ability to set your own office hours (subject to company approval)

  • Travel expected 1-3 times per year (annual retreat, one conference on average)

  • Up to 8 weeks paid vacation annually, scheduled at the beginning of each year (subject to approval) 

  • 401(k) plan with 3.5% employer match

  • $2,000 annual professional development reimbursement

  • Long term disability insurance

  • CFP membership

  • FPA membership

  • Please note: The Goodland Group does not provide health insurance coverage at this time.

CAREER PATH OPTIONS

It’s important that you have a growth path within The Goodland Group. Once you’ve nailed the Financial Planning Associate role, there are two main paths to grow:

  1. Financial Planning & Operations: With this path, you would grow your skill set in financial planning and firm operations and focus on supporting Lead Planners who serve clients of the firm. This role has some client-facing responsibilities, but is primarily focused on interfacing internally with the team. This role is primarily salary based with a year end bonus based on a percentage of salary. 

  2. Lead Financial Planner: With this path, you would grow your skill set in financial planning and client service to take the lead with clients. You would create and provide financial planning and asset management recommendations to the clients you serve and take the lead in caring for your clients and anticipating their needs. You would also meet with potential clients to learn what they’re looking for and where they are financially to see if our firm is the right fit for them. This role has a competitive base salary and a year end bonus equal to 50% of revenue serviced in the calendar year minus salary paid. 

HOW TO APPLY

To apply for the role, please complete this form.