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Associate Financial Planner
Flow Financial Planning, LLC
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Details

Posted: 23-Nov-21

Location: Bellingham, Washington

Type: Full Time

Required Education: 4 Year Degree

Salary: 60000

Salary Details:

401(k) matching after 3 months of employment: up to 4% of salary Professional development: Professional dues paid: Financial Planning Association XY Planning Network Certified Financial Planner (once you are certified) All Series 65 and CFP® coursework and exams (including study prep) paid for, upon passing Professional development budget Experience eligible for 2-year apprenticeship track for CFP® designation Vacation policy (this is still flexible; generally we take off the end of the year, all major holidays, some minor, and a few more-random dates) A portion of your personal internet bill and phone bill A laptop with necessary accessories: You will be expected to do Flow work on Flow hardware using Flow software, for security’s sake and to ensure consistent process and product. This will be shipped to you as soon as possible after hiring. It belongs to Flow. What we are *not* offering now: Health insurance. Please consider how you will secure coverage. Disability insurance. Membership in the FPA enables you to buy group long-term coverage through Ryan Insurance; our team members do that and we encourage you to do it, too.

Additional Information:

Telecommuting is allowed.

Internal Number: 1

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About Flow Financial Planning, LLC
Flow provides ongoing financial planning and investment management to women in their early to mid career in the tech industry. We have particular expertise in pre-IPO and IPO planning...and not making people feel bad about their finances. We are a virtual, fee-only firm, we live in the Pacific Northwest, and we work with clients all over the country.
Connections working at Flow Financial Planning, LLC
https://careers.iecaonline.com/jobs/15836641/associate-financial-planner
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