Summary of Responsibilities and Core Competencies 

The primary function of this role is to support the financial planning team in onboarding new clients to the Schwab investment management platform. The day-to-day duties include preparing investment account opening and transfer paperwork and troubleshooting issues with Brooklyn Fi’s planning team and the clients we serve. More time in the role will lead to more responsibilities like building financial plan and sitting in on client meetings. 

As one of the most exciting and fastest-growing firms in the country, all Brooklyn Fi team members will occasionally be asked to perform duties outside of their listed responsibilities. We expect all team members to welcome new duties, upholding Brooklyn Fi’s core values of Team First and Get Shit Done and Celebrate It.

Key Responsibilities

• Support the financial planners and other planning associates to deliver error-free account opening paperwork to clients 
• Assist in implementing recommended strategies such as opening accounts, setting up investment portfolios, and handling rollover calls
• Assist clients with beneficiary changes, address changes, charitable contributions, wire transfers, and other requests.   
• Embrace the investment strategy of the organization and implement investment recommendations
• Support the Senior and Lead planners in the day-to-day operations of the firm
• Enter client data in HubSpot CRM and other financial planning tools
• Attend client meetings, take notes, and follow up with clients
• Respond directly to client inquiries received via email and/or phone
• Train other team members to complete investment management paperwork.
• Generate quarterly billing statements and invoice AUM clients.

Additional Responsibilities

• Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance 
• Coordinate with the tax team on tax planning items, mock tax returns, and projections
• Run Get Organized meetings with clients to ensure we have the necessary documents on file to complete their plan
• Experience, Skills and Core Competencies

Must-haves:

• Bachelor's degree
• CPF(R) Exam passed and waiting experience to earn CFP(R) marks
• Ability to provide authentic service and compassion to client relationships
• Dedication to high-quality of work and significant attention to detail
• Strong product knowledge and problem-solving skills
• A true passion for innovation (you’re excited about learning new software, and you learn fast)
• Strong analytical, organizational, presentation, and computer skills
• Excellent verbal and written communications
• Proactive team player able to work in a fast-paced environment
• Ability to work independently
• A sense of humor

Nice-to-haves:

• Experience with Schwab investment platform 
• Experience working at an RIA or similar financial firm 
• CFP(R) marks already earned

Benefits:

• 401(k) with an employer match
• Work from anywhere with a secure internet connection and a door you can close
• Generous PTO (17 days), paid holidays, 7 sick days, 2 community service days
• Employees select an eight-hour work day that overlaps with the firm's Core Hours (11 am to 4 pm Eastern). 
• Participation in annual team retreats (Phoenix, NYC, Los Angeles, etc.)
• Transparent career track and consistent progress feedback
• Education reimbursement for relevant designations (CFP®, EA, ECA, and more)
• Laptop, dual monitors, and docking station, plus a home office stipend
• Health insurance reimbursement