New York, New York
Oakland, California
Greensboro, North Carolina
Cambridge, Massachusetts
Town of Halton Hills, Ontario, Canada
Posted: 07-May-26
Location: United States - Nationwide
Type: Full Time
Salary: $115,000 - $150,000 + variable
Preferred Education:
Additional Information:
About Brooklyn Fi
We are a well-established fee-only, financial services company that is expanding. We offer a great team environment, a reputation for excellence, established clients, and excellent growth potential to help you reach your personal and career goals. We work with a wide variety of people, from tech professionals with equity compensation, to creative small business owners.
Our employees are as important as our clients, and we work to provide both with a great atmosphere and a learning environment. We take pride in recognizing their outstanding talents and efforts. We are committed to the delivery of superior quality of services based on a foundation of honesty, integrity, and ethical treatment. We value our employees and we back up that statement by providing them with top-notch benefits.
In 2020, our team went fully remote, offering lifestyle flexibility. In addition to the financial planning firm, we have a sister tax firm, so our clients get tremendous value by bringing financial planning, investment management, accounting, and tax preparation all under one roof.
Summary of Responsibilities and Core Competencies
We are currently seeking a CERTIFIED FINANCIAL PLANNER™ who is familiar with the financial planning and investment management process and is dedicated to helping take our company to the next level. This position requires a goal-oriented, self-motivated, and professional person. The primary responsibility will be client retention and reviewing/ presenting client-related financial plan recommendations or implementing processes with all existing clients. All candidates should demonstrate a desire to network, build relationships, and communicate effectively with people.
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
- Own the full cycle of client relationships from the initial development of the plan to ongoing review meetings
- Introduce prospective clients to the Brooklyn FI experience and be able to close those relationships
- Provide advice around stock options quickly to clients who are about to experience a liquidity event
- Effectively manage client base and assist with management of client relationships
- Assess client’s financial circumstances and investment objectives
- Build and deliver comprehensive planning and investment recommendations that align with the individual financial goals and objectives of clients
- Perform ongoing financial planning analyses, including tax, cash flow, retirement, estate planning, and insurance
- Effectively coach clients through the Life Planning process to truly understand their goals
- Prepare and present scenario-based tax projections using Lacerte Income Tax Planner
- Embrace the investment strategy of the organization, providing education to clients as well as answering their questions and delivering investment recommendations
- Respond directly to client inquiries received via email and/or phone
Experience, Skills and Core Competencies
Must-haves:
- Bachelor's degree
- CFP® marks (this is a non-negotiable)
- Familiarity with taxation and planning around equity compensation (ISOs, RSUs, NSOs)
- 2+ years’ experience developing, positioning, and presenting comprehensive financial plans and investment strategies
- Strong understanding of tax law beyond the basic CFP® curriculum
- Ability to provide a high level of 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 communication
- Proactive team player able to work in a fast-paced environment (seriously, we work hard here)
- Ability to work independently (think through and solve problems on your own)
- A sense of humor
Nice-to-haves:
- EA, ECA, CEP, CFA, CPWA, or CPA designation
- Familiarity with Schwab advisor platform
- Experience building financial plans in Right Capital
- Familiarity with the George Kinder Life Planning Program
- Experience with Lacerte Income Tax Planner
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
- 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
