Divergent Planning is a fee-only wealth management in Bethesda, MD. We have been steadily growing our practice for 21 years by focusing on excellent client experience as a small ensemble. We are seeking a full-time PERMANENTLY REMOTE Client Service Associate to join our team. We have a strong culture, competitive salary, and an upbeat workplace that make our firm an outstanding employer of choice. Find out more about the firm at divergentplanning.com

Salary and Benefits

• The salary range will be $55K-65K, based on experience and credentials
• Participation in our Incentive Bonus plan
• 15 days PTO
• $500 monthly employer contribution toward Health insurance, as well as 100% employer paid vision and dental
• Personal and Professional Development budget of $1500/year
• Strong firm culture based on improvement and growth

Responsibilities

• Sit in client meetings and take notes

• Draft follow up client meeting notes
• Client data maintenance and upkeep, contact clients to reconnect data links, daily download, etc
• Maintain client eMoney connections and data and troubleshoot with clients as needed
• Track and follow up on client action items after client meetings
• Update and send yearly tax letters to clients, track responses and documents requested, then update our tax software Holistiplan accordingly
• Process client service tasks that clients request and as they come in through our CRM workflows
• Help with Forms on DocuSign
• Other duties and projects as assigned

Requirements

• 2 years of experience in financial services, preferably in an RIA
• Strong interpersonal skills, with the ability to work well with others remotely
• Ability to work well with a team and independently

• Excellent verbal and written communication skills

• Organized and detail oriented
• Good problem solving and time management skills
• Ability to prioritize and manage projects as well as individually assigned tasks
• NOT required, but definitely a plus – experience with Schwab, eMoney, macOS

Divergent Planning’s Core Values

• Be Different
• Be Transparent
• Enjoy Change
• Continue to Learn and Grow
• Be Open-Minded
• Improve the Lives of the People Around Us
• Have Fun
• Give Back

The Process

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments in the process.

We are an Equal Opportunity Employer

Cooksen Wealth, a boutique independent financial advisory firm located in The Woodlands, TX, is seeking a PERMANENTLY REMOTE Paraplanner to join our team. We are a financial planning firm that has client service as our #1 priority and we are looking for someone with the same mindset to join us as a full-time Paraplanner. You will be working with our team under the direction of our Lead Advisor. Our clients are primarily high net worth individuals and families. To learn more about the firm, please visit our website: cooksenwealth.com

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace that you can work comfortably full time. This position is open to candidates in Eastern, Central, and Mountain time zones.

Salary & Benefits:

• Starting salary of $70,000 to $80,000 per year, based on experience
• Health insurance stipend
• Vacation/PTO
• Learning opportunities
• Great working environment with professional growth opportunities
• Healthy work-life balance is a priority to us, and we want it to be a priority for you too

Responsibilities:

• Respond to client requests quickly and professionally
• Handle all paperwork for clients through Schwab
• Assist in the maintenance of the firm document management system and CRM
• Prepare preliminary financial plans and client reviews under the direction of Lead Advisor
• Coordinate client meeting scheduling and prepare and send out agenda and meeting materials

• Follow-up and document work as appropriate in our CRM
• Assist in onboarding new clients through our intake process

Requirements:

• 4 years of experience in a financial advisory firm
• Understanding of financial planning ideas and concepts
• Tech-savvy with the ability to learn to navigate various web-based platforms
• Positive, energetic, friendly, and client service-oriented
• Detail-oriented and organized
• Ability to work independently, manage your time well, and problem-solve issues – we do NOT micromanage
• Ability to follow/interpret procedures and see tasks and projects through to completion
• NOT required but a plus – experience with our systems/software: Schwab, Wealthbox, Black Diamond, MoneyGuide Pro, PreciseFP, Kwanti

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates may be asked to take assessments.

We are an Equal Opportunity Employer.