Financial Planner

Melanin Money; Dallas (TX); Remote; USD 70,000 - 100,000; Full time

Job summary

Melanin Money is seeking a Financial Planner/Advisor to empower clients towards financial independence. This full-time remote position involves creating personalized financial strategies, collaborating with a dynamic team, and staying current with industry trends. Join us to help close the wealth gap in underserved communities and make a positive impact.

Benefits

Unlimited Paid Time Off (PTO)

Competitive Compensation with performance-based incentives

Access to ongoing training and development programs

Supportive and diverse team culture

Qualifications

• 3-5 years of experience in financial planning or investment management required.
• Series 65 FINRA License is mandatory.
• Strong analytical and communication skills.

Responsibilities

• Meet with clients to understand their financial goals and develop comprehensive financial plans.
• Regularly review and adjust financial plans per clients' evolving needs.
• Research and recommend investment opportunities.

Skills

Analytical skills

Communication skills

Attention to detail

Client relationship building

Education

Bachelor's degree in finance, economics, or related field

Tools

Financial planning software

Job description

Financial Planner/Advisor

Location: Remote, U.S.A.
Job Type: Full-Time

Are you passionate about empowering individuals to achieve their financial dreams? Do you thrive on creating personalized strategies that guide clients toward financial independence? If so, Melanin Money is excited to welcome a Financial Planner/Advisor to our dynamic team!

At Melanin Money, our mission is to close the wealth gap and provide the tools for individuals to build generational wealth. As a Financial Advisor, you'll play a pivotal role in helping clients navigate their financial journeys through customized strategies and ongoing support.

Key Responsibilities

Your day-to-day work will focus on:

• Meeting with clients to understand their financial goals, risk tolerance, and unique challenges.
• Developing comprehensive financial plans that include investment strategies, portfolio management, savings, insurance solutions, and tax optimization.
• Regularly reviewing and adjusting financial plans to reflect clients' evolving needs and changing market conditions.
• Educating and empowering clients with the knowledge and tools needed to confidently manage their finances.
• Researching and recommending investment opportunities that align with clients' objectives.
• Staying updated on industry trends, market shifts, and regulatory changes to provide timely and relevant advice.
• Collaborating with our team to refine strategies and implement innovative solutions.

What You'll Bring

We're looking for someone who meets the following qualifications:

• A Bachelor's degree in finance, economics, or a related field.
• A Series 65 FINRA License (required).
• 3-5 years of experience in financial planning or investment management.
• Strong analytical skills and the ability to create effective financial solutions.
• Excellent communication skills with a knack for building strong, trust-based client relationships.
• Attention to detail and a commitment to delivering accurate, high-quality work.
• Proficiency with financial planning software and tools.
• A collaborative, team-oriented mindset with the ability to thrive in a dynamic environment.

Why Join Melanin Money?

At Melanin Money, we value our team members and their contributions. Here's what we offer:

• Unlimited Paid Time Off (PTO): Recharge and refresh with unlimited PTO after your first 90 days.
• Competitive Compensation: Enjoy a base salary with performance-based incentives.
• Professional Growth: Access ongoing training, development programs, and career advancement opportunities.
• Supportive Culture: Join a diverse, passionate team dedicated to making a positive impact.
• Meaningful Work: Help clients achieve their financial goals and create generational wealth.

About Us

Melanin Money is more than just a financial planning firm-we're a movement. Our mission is to empower individuals, particularly in underserved communities, to achieve financial freedom and build a legacy. We're passionate about making a difference, and we're looking for a like-minded professional to join us in this journey.

How to Apply

If this role resonates with you, we'd love to hear from you! Submit your resume and a cover letter explaining your experience, qualifications, and why you're excited about joining the Melanin Money team. Together, let's empower our clients to take control of their financial futures.

Melanin Money Enterprises LLC is committed to providing a safe, productive, and ethical workplace for all employees. As part of our hiring process, all job offers are contingent upon the successful completion of a background check and/or drug test.

Background Check:The background check may include, but is not limited to, verification of employment history, educational credentials, references, criminal history, and any other relevant information to determine your qualifications and suitability for the position. By submitting your application, you authorize our company or its designated agents to perform such checks.

Drug Test:As part of our pre-employment process, candidates may be required to undergo drug testing. The test will screen for the presence of illegal substances and will be conducted in accordance with applicable federal, state, and local laws. A positive test result or refusal to submit to the test may result in withdrawal of the job offer.

Confidentiality:All information obtained through the background check and/or drug test will be treated confidentially and used solely for the purpose of determining suitability for employment with Melanin Money Enterprises LLC. This information will not be disclosed to unauthorized personnel.

Acknowledgment and Consent:By applying for a position at Melanin Money Enterprises LLC, you acknowledge that you have read and understood this disclaimer. Furthermore, you consent to the performance of the necessary background check and drug test as a condition of employment.

Our company reserves the right to rescind an offer of employment or terminate employment based on information obtained through the background check or drug test, subject to applicable laws and regulations.

If you have any questions or concerns about this process, please contact [e-mail]