PFS™

Aurelius Family Office•Bedford, NH

29d•Remote

About The Position

Aurelius Family Office LLC is seeking a remote Financial Planner with CFP®/CPA/PFS™ credentials. This role involves developing comprehensive financial plans that integrate a client's investments, retirement goals, tax obligations, insurance needs, charitable giving, and estate planning. The planner will utilize various tools to assess a client's financial status and provide recommendations to achieve their short and long-term objectives. The position reports to the Managing Principal and will focus on retirement projections, income tax projections, risk management analyses, and estate planning. Additionally, the role includes supporting other advisors with financial planning research to develop complex strategies for clients and prospects.

Requirements

Certified Public Account with a Personal Financial Specialist or CERTIFIED FINANCIAL PLANNER™ designation
10+ years of experience working with SEC registered RIA firm
Bachelor’s degree in a related field
Outstanding problem-solving skills (you think outside the box and develop innovative solutions)
Excellent communication skills with a client-oriented focus (you engage your team members, clients and vendors to maximize information exchanges)
A humble spirit (you share your knowledge with team members while being open to learn from others)
Working knowledge of investments, insurance, employee benefits and retirement planning
Ability to work seamlessly with Microsoft Office (including Word, Excel and PowerPoint)
High integrity and strong work ethic

Nice To Haves

Familiarity with Wealthbox, Holistiplan, InStream, Orion, eMoney preferred

Responsibilities

Develop timely financial plans incorporating investments, retirement aims, tax obligations, insurance needs, charitable gifting desires, and estate planning objectives.
Use various tools to evaluate a client’s financial condition and make recommendations to meet stated short and long-term financial goals.
Develop and implement financial plans for clients featuring retirement projections, income tax projections and estimates, risk management analyses and estate plans with subsequent recommendations.
Support Aurelius Family Office advisors through financial planning research that helps generate complex financial strategies for clients and prospects.
Summarize client and prospect meeting notes and assign tasks.
Research and participate in projects designed to maximize client service.
Review insurance strategies, employee benefits retirement planning, and charitable planning.
Evaluate/refine asset allocations to ensure the investment portfolio matches the client’s risk profile and projected returns to meet the family’s financial goals.
Mentor and provide training and guidance to AFO associate planners.