Financial Planning Assistant

We’re seeking a part-time Financial Planning Assistant with a passion for financial planning. You’ll work side-by-side with Rick to support our current Financial Zen clients. As part of a small, growing firm, you’ll also help iterate and improve our systems and infrastructure.

WHAT’S IN IT FOR YOU:
– An opportunity to impact lives. You’ll work for something bigger than yourself and more importantly, you’ll witness the positive impact you help create in other people’s lives.
– An opportunity to help build something. You’ll be a part of a growing firm that doesn’t play small. Our ambition is nothing short of disrupting the industry and making financial planning available for everyone, not just the wealthy.
– An opportunity to work with young clients. You’ll help Gen X, Millennials and Gen Z get on the path to financial independence at an early age where you can make the biggest impact.

ABOUT FINANCIAL ZEN:
Our mission is to guide our members to financial independence as quickly and comfortably as possible. We’re not just financial planners to our clients, but also their financial coach and accountability partner. After growing 20% year-over-year since inception, in 2022 we expanded over 40% and we’re now ready to scale. With a proven service model and efficient systems in place, we’re positioned to grow quickly. We just need the right people in place.

INITIAL RESPONSIBILITIES:
– You will be responsible for watching recorded client meetings and taking thorough meeting notes
-You will help keep the lead planner and our members well organized through diligent upkeep of client action items with our project management technology, Click to view (no previous experience required).
– You will be responsible for keeping our Members’ Financial Zen Workbooks up-to-date (FZ Workbooks are spreadsheets we use to track member’s financial statistics).
– You will be client-facing from Day One interacting with our clients via email and Click to view.
– You will help prepare for daily client meetings

QUALIFICATIONS:
– Passionate about financial planning
– Excitement around working with young clients from diverse backgrounds
– Well-organized with strong attention to detail
– Self-motivated (will be expected to self-manage and meet deadlines)
– Willingness to learn new technology software as needed
– 1-2 years of previous industry experience
– Bonus points for:
– Experience with Google Workspace, Zoom, Excel/Sheets, and eMoney

COMPENSATION & BENEFITS:
– This will be a part-time position ~20 hrs/wk.
– Competitive hourly rate
– Flexible working hours (just one hour per day required)

NEXT STEPS:
Along with your resume, include a short message (3-4 paragraphs) telling us about yourself and why you’re interested in the position.