Description
WHO WE ARE
At Values Added, we’re passionate about helping progressives build financial lives they feel good about. We do it by supporting them in leveraging their wealth to make an impact and live joyful lives.
Ensuring our clients' values are reflected in their portfolios is just the beginning. We use our technical expertise to help clients maximize what brings meaning to their lives: family, community, fulfilling work, and being of service. With experience in ethical investment, social impact, advanced tax planning, and charitable giving, we operate as a fee-only, fiduciary, comprehensive planning firm that always puts clients' best interests first.
We take a team approach to serving our clients. Bringing together advisors with different backgrounds, experiences, and thinking leads to superior results and is critical to our success. That’s why we strongly encourage women, people of color, those with LGBTQ+ identities, and all members of historically underrepresented groups to apply.
WHY YOU’D BE A GREAT FIT
Are you a financial advisor who enjoys leading client relationships but also seeks a collaborative team environment, ongoing learning, and mentorship? Join Values Added, where you’ll become a key player in a thriving advisory team with the ability to work remotely! You’ll manage client relationships with the help of an associate advisor and dive into complex cases alongside the firm’s founding Managing Partner.
In this role, you’ll guide clients through insightful planning analyses, deliver impactful recommendations, and help them achieve their financial (and life) dreams. This is your chance to advance your expertise, deliver exceptional financial planning, and shine in a role that balances independence with team collaboration.
We’re looking for a proactive, process-oriented professional who’s organized, able to juggle multiple priorities, and consistently responds to clients in a timely manner. High client service standards are a must. Bringing your own clients isn’t necessary—you’ll be engaged with both new and existing clients of the firm. Additionally, business development and people management are not part of the role, though we do offer career tracks for those who excel at or want to grow in these areas.
Client Management
Act as first chair on assigned new relationships, overseeing onboarding and the delivery of the annual service calendar
Act as second chair for the firm’s founding Managing Partner, supporting and managing all aspects of the planning process for our more complex client cases
Collaborate with your advisory team to provide support to all team clients, stepping in as needed to lead meetings, act as subject matter expert, answer client questions, and provide overall backup
Financial Planning & Advisory
Review and clarify the needs, goals, and financial objectives of clients and develop their financial plan
Build and deliver comprehensive planning as well as tax and investment recommendations that align with the personal and social impact financial goals and objectives of clients
Monitor the client’s financial situation and plan proactively to identify areas that need to be updated and addressed, then coordinate and/or complete delivery of those services based on the client's need
Prepare investment recommendations based on a client’s risk tolerance, current financial situation and holdings, financial and social impact goals, and time horizon and in line with firm philosophies and models
Address all planning and investment-related advisory inquiries from clients and/or delegate operational inquiries to associates or client service team as appropriate
Develop and maintain good relationships with clients’ other professional advisors (i.e., accountants, lawyers, etc.)
Firm & Team Support
Where needed, provide supervision of operational tasks, support Associate advisor training, and supervise and delegate to others where appropriate
Lead and/or support advisory-related strategic initiatives and projects to improve financial planning and investment processes, deliverables and workflows
Provide guidance and peer-to-peer training across the team
Start to determine a specific area of investment or financial planning where you are the firm’s leading subject matter expert
Other Possible Duties
We encourage you to spend a reasonable portion of time exploring interests and growth beyond your primary role. This means that from time to time, you may be asked to support or lead a special project. If you have experience in a financial planning specialty (i.e. equity comp, solidarity economy, social impact investments, advanced tax planning for business owners, etc.) let us know—though this is not needed to apply.
Requirements
SKILLS & EXPERIENCE
This position includes the following ideal skills and experience, but we encourage all candidates who are capable of performing the role to apply.
- 3+ years of experience leading client relationships
- CFP® or equivalent required
- Strong listening and relationship-management skills, emotional intelligence, and effective verbal and written communication are essential for client interactions.
- Outstanding project management and process orientation are crucial.
- Ability to quickly engage and manage new clients with minimal supervision.
- Must be organized, manage time effectively, and follow established procedures.
- Attention to detail is required for organizing data, performing calculations, and preparing reports with charts.
- Demonstrated commitment to ongoing professional growth and development.
- Proficient in Google Suite, especially Google Mail, Docs, Sheets, and slides (this is quickly learned for someone proficient in Microsoft Word, Excel, and PowerPoint)
- Experience with or proficiency in platforms similar to our core systems (Schwab, Wealthbox, RightCapital, Holistiplan, etc.) is preferred.
- Familiarity with progressive justice issues (economic, social, feminist, environmental, etc.) is preferred.
Accessibility
This role involves spending most of the time in front of a computer, using a keyboard, mouse, and phone, as well as communicating with clients and co-workers via phone or virtual meetings.
We welcome candidates to request accommodations for the application and interview process. If you need accommodations or have specific needs, please inform us, and we will collaborate with you to ensure a fair and accessible hiring process.
COMPENSATION & BENEFITS
This remote W-2 position offers a competitive base salary ranging from $100,000 to $125,000 annually, plus a health stipend and a firm bonus of 15% of base salary after 6 months, potentially bringing total compensation to $120,000–$150,000. Final compensation will be based on the candidate's experience and qualifications.
You will receive 24 sick/vacation/PTO days, 3 volunteer days, and paid federal holidays. Additionally, the firm covers up to $3,000 for professional development, training, and conference attendance to support your growth and development within the firm and industry.
We are a flexible workplace. Our team members take time off to attend to their health, care for family members, attend children’s performances (no matter how mediocre), take vacations, and more. Though some of our work must happen at specific times, we provide substantial flexibility hours and schedules. Our team members have thrived professionally in a variety of family situations including without children, with young children, and with older ones. Candidates seeking a flexible or part-time schedule are welcome to apply, compensation and benefits will be prorated based on the agreed-upon work schedule and hours.
