Careers
Submit Interest Via Email: jay@resilientwealthpartners.com
CERTIFIED FINANCIAL PLANNER™
We are committed to being a part of the solution to the retirement crisis. If you are interested in helping serve our mission to empower more families to build resilience in their financial future, this may be a role for you.
Requirements:
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CFP® Designation.
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Experience with robust planning tools with particular emphasis on Right Capital.
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Extreme comfort with CRM and digital collaboration tools. (Wealthbox, Teams, Sharepoint)
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A strong mission-centered mindset with the belief that financial planning can change lives.
Client Service Associate
We are committed to being a part of the solution to the retirement crisis. If you are interested in helping serve our mission to empower more families to build resilience in their financial future, this may be a role for you.
We are looking for:
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Required: Proficiency with Microsoft Office.
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Preferred: Schwab account opening systems.
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Bonus: Knowledge of podcasting, Youtube video editing, SEO, email marketing
Part-time College Intern
We are committed to being a part of the solution to the retirement crisis. If you are interested in helping serve our mission to empower more families to build resilience in their financial future, this may be a role for you.
We are looking for:
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A student who is interested in the capital markets, portfolio construction and financial planning.
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Experience or comfort learning about social media, digital marketing & MailChimp.
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Would be helpful if the candidate has a working knowledge of podcasting, Youtube video, SEO, Workplace, Slack.
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A strong mission-centered mindset with the belief that financial planning can change lives.
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This is both a virtual and an in-office position.
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There is a monthly stipend for this role.