Financial Advisor

Role: Associate Financial Advisor Compensation: $50,000-$80,000 depending on relevant experience, credentials, and past resultsFull Benefits: PTO, LTD/STD, Matching 401(k)Variable Compensation: individual and team bonuses; unlimited upside through structured career development pathway. Requirements:Bachelor’s degree2-5 years of relevant professional working experience.Life and Health Insurance License and Experience, Series 6/63 or Series 7 requiredBackground and Reference check completed prior to hireNon-solicitation agreement Description of Role: We are looking to add an Associate Financial Advisor that will begin their career with our firm in a support role to our Private Wealth Advisors. Upon joining our team, the candidate will learn team processes and begin attending client meetings. Initial primary duties will include meeting summary notes, fulfilling service tasks themselves or assigning them to our established operations team and composing meeting follow ups. In addition, the service advisor is expected to become proficient in creating custom financial plans, developing asset allocation analyses, providing recommendations for rebalancing portfolios, advising on insurance and investment proposals, and overseeing special projects (such as: tax planning, insurance policy strategy, charitable giving, & pension analysis). The service advisor must be comfortable working directly with clients (to answer routine questions and service requests) and work well in a team environment. They will be expected to identify thoughtful ways to enhance client loyalty by providing the client with an individualized experience, timely follow ups, and thoughtful touchpoints. They will work to provide a frictionless experience between the needs of the client and the operations of our team. Success will be measured by how quickly they connect with current clients and how they help to cultivate existing client relationships and earn referrals for the firm. Some service advisors may choose to build a career solely within this role, but there will also be a structured pathway for those wishing to advance their career to become an established Private Wealth Advisor with business development capabilities. The evolution of this role is a pathway to becoming a partner in the firm. Coaching, career support and educational expenses (e.g. obtaining a Series 7 and CFP designation is a primary goal for all advisors) will be provided as one advances through the various stages of development. About Catalyst Planning Partners:Our mission within Catalyst is to deliver sophisticated solutions in a straightforward manner to help our clients achieve financial security. We are a Catalyst for helping our clients to achieve financial security. Our ambition is to elevate our profession. We aim to re-define what it means to be a Trusted Financial Advisor. We are elevating our client’s expectations and continually discovering new ways to enhance our value proposition. We think bigger, expect more, and challenge ourselves, our team and our joint work partners to achieve new heights. Catalyst was established in 2017 with our two partners, Joe Smith & Rich Woo. Collectively, they have over 35 years of experience. Catalyst Planning Partners oversees approximately $500M in assets under management across 300 households. The team is currently comprised of: 3 Private Wealth Advisors 6 Operations Associates