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About This Position

As a Senior Financial Planner on the Investments Team at Ellevest, you will have the opportunity to help shape our financial planning offering for high net worth clients. You will work closely with our Chief Investment Officer to build out & deliver our financial planning offering. You will leverage your knowledge from 8+ years of working with high net worth clients to provide holistic guidance & advice on topics such as funding major goals, retirement planning, trust & estate planning, insurance & philanthropic planning. While this position does not require you to bring on your own clients, a business development mindset will be an asset to the work you do with our broader financial advisor team.

Responsibilities

You will:

  • Define strategy & requirements for Ellevests private wealth financial planning offering, taking into consideration the unique needs of High Net Worth individuals & their families
  • Work with members of the Investments team to ensure financial planning offering is consistent with investment philosophy & portfolio solutions offered to clients
  • Design & implement an efficient, streamlined workflow for financial planning with an eye toward efficiency & scalability
  • Approach financial planning with a growth mindset, seeking to serve our clients in a manner that will increase conversion & grow wallet share
  • Work collaboratively with financial advisors in regions throughout the United States, proactively serving the needs of their prospects & clients
  • Maintain in-depth understanding of financial planning, capital markets & the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments & financial services
  • Work with members of the Investments team to ensure financial planning offering is consistent with investment philosophy & portfolio solutions offered to clients

Requirements

You have:

  • CFP certification that is current & active; other designations are a bonus
  • 8+ years minimum industry experience, with preference for high net worth, client-facing experience
  • Outstanding oral & written communication skills, high emotional intelligence, & the ability to translate complex financial topics to audiences of different levels of experience & knowledge
  • Attention to detail
  • Ability to creatively solve problems & client issues within a compliant framework
  • Knowledge of & experience using industry standard financial planning software & tools
  • Experience relying on & adapting to new technology
  • Asset allocation, portfolio construction & general investment knowledge a plus
  • Some ability to travel for client meetings (less than 20% travel)
  • Adapt to a fast-paced & dynamic work environment. This includes working independently & on a team
  • Passion for our women-oriented mission

About Ellevest

Ellevest is a transformative technology company created to help women achieve their financial potential. Ellevest helps women take control of their financial futures through investing, with a beautifully designed digital platform backed by an incredibly smart algorithm. Ellevest was co-founded by Wall Street veteran Sallie Krawcheck, chair of the Ellevate Network, previously CEO of Smith Barney & Merrill Lynch Wealth Management, formerly CFO of Citi, & author of Own It: The Power of Women at Work. Ellevest has raised $70MM from investors like Rethink Impact, Pivotal Ventures, Valerie Jarrett, Salesforce Ventures, PayPal Ventures, MasterCard, Khosla Ventures, Morningstar, & Venus Williams.

Ellevest has flipped the traditional approach to investing with a real-life, goal-based approach. Clients select personal financial goals such as buying a home, starting a business, raising a family, & retiring well, among others. Ellevest is unique in taking into account a womans longer lifespan & different salary curve, combined with her current financial picture, to construct highly customized investment portfolios for each of her goals. Ellevests unique algorithms are designed to get the client to her goal number or better in 70% of market scenarios, higher than traditional financial advisors.

Working at Ellevest

Ellevest is a leading tech company in New York City, with a thriving team across our engineering, product, marketing, client experience, investments, & operations organizations. We place a major emphasis on building a team & working environment where individuals can succeed professionally & personally. As a team member at Ellevest, you can expect to make a difference through your work, to have a direct impact on the achievement of a very meaningful mission, to significantly advance your career trajectory, & to have room for fun & fulfillment in your daily life. We know that achieving a mission as critical as ours requires incredible talent & teamwork, & team is the most important thing to us.

In 2019, for the second year in a row, Ellevest was awarded the #14 spot on LinkedIns list of most sought-after startups, as well as a spot on CNBCs Disruptor 50 list -- identifying start-ups on the cutting edge of huge consumer, tech & business shifts. In 2017, Ellevest was named one of Entrepreneur Magazines 100 Brilliant Ideas, & CNBC listed Ellevest as one of their Top 25 Most Promising Startups on a path to becoming tomorrows household names. We were also named one of Entrepreneur Magazines 100 Brilliant Ideas. We are working every day to make this a reality, & create a brand & a service that closes the female money gap.

We are an equal opportunity employer & value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

 
 
 
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