CFP Career Accelerator Program - Remote

Hippocratic Financial

Westlake Village (CA)

On-site

USD 53,800 - 86,100

Full time

14 days+

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Benefits offered by this job

Paid W2 position

401k eligibility after one year

Career mentoring

Job summary

A boutique registered investment advisor is offering a Remote CFP Career Accelerator Program. This paid internship provides hands-on experience in various roles including Client Service Associate and Financial Planner. Candidates must be enrolled in a CFP program and available to work full-time in Pacific time. This program focuses on providing operational excellence without outbound client generation.

Qualifications

Ability to work full-time remotely.
Enrollment or completion of CFP requirements.
Availability during Pacific time working hours.

Responsibilities

Gain hands-on experience with various financial roles.
Participate in weekly mentor meetings.
Understand how a boutique RIA operates.

Skills

Remote work management

Client communication

Portfolio management

Team collaboration

Education

Enrollment in CFP program

Tools

Microsoft Dynamics CRM

Job description

Overview

Join to apply for the CFP Career Accelerator Program - Remote role at Hippocratic Financial

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Join to apply for the CFP Career Accelerator Program - Remote role at Hippocratic Financial

Eligible candidates include anyone currently enrolled in a CFP program or passed the CFP exam in the last 2 years. This program provides work experience that counts toward the CFP education requirement in case that is important to you.

In this program, you will be exposed to a well-run boutique registered investment advisor company that includes advisors, financial planners, portfolio managers, client service associates, insurance professionals, student loan consultants and tight collaboration with a tax and accounting firm. The company does not manage funds nor private placements, so this program does not offer exposure to those areas. The company also does not provide exposure to whole life or variable insurance or the management of UHNW clients (assets over $50 million).

You will be partnered with one or more mentors whom you meet with weekly to review your learning. You will go through a job rotation in which you learn one role completely before moving to the next. Expect to go through 2 to 5 roles during your 1-2 year tenure. What roles you learn will depend on a combination of company needs and your preference.

You will never be asked to be part of new client generation such as outbound sales or cold calling. Our company generates new clients almost entirely via word of mouth. We focus on operational excellence, not marketing.

Our hope is that by participating in this program, you will gain a holistic, hands-on understanding of how a boutique full-service RIA works so that you can make better choices on your career path. We believe that if you are able to find a great job and company fit for you, then everyone benefits.

At the end of your program, if there is a good fit for you in our company and an opening is available, the company would make you a job offer but there is no guarantee.

Potential roles for this program:

Client Service Associatepractical experience and training in client communication via email, advisor meeting preparation and follow-up, proper information storage and retrieval via custom CRM system built on Microsoft Dynamics CRM, client activities management.
Wealth Management Admin practice opening multiple account types with our custodian and handling nigos. Practice moving funds for clients. We currently do not have significant RMDs so that is not part of the training. Our clients are in the accumulation phase of life.
Portfolio BalancingUsing Schwab and iRebal, learn how to apply pre-defined portfolio models to real assets to keep client portfolios in line with their risk tolerance as defined by the advisors.
Financial PlannerSupport work with an experienced financial planner as they make plans from start-to-finish with eMoney.
Financial Advisor (business development) shadowingshadow advisors who have up to 12 years of experience with this niche. This can include various meeting types, including first-time meetings, wealth management meetings, risk management meetings, and tax planning meetings.
If available:exposure to student loan advising, tax planning, disability insurance, life insurance, legal services.

REQUIREMENTS

Must demonstrate the ability to work remotely full-time, including management of personal workspace, social and health needs.
Must be enrolled in a CFP program or have passed the CFP or have earned a CFP.
Must be available to work full-time during working hours in Pacific time zone.

COMPENSATION

This is a paid W2 position with no health insurance benefits. You will be eligible for 401k and profit-sharing program after one year.
The company provides the computer hardware and software you will need.

Seniority level