Under the general guidance of the Lead Wealth Planner and in collaboration with a Wealth Advisor, the Associate Wealth Planner is responsible for researching financial planning issues and opportunities and developing financial plans for our clients. This position works both internally as a member of a high-performing team and externally with clients and their CPAs or estate attorneys. The Associate Wealth Planner is detail-oriented, ensuring records are meticulously maintained and systems are utilized effectively and efficiently.
This is an exempt, full-time, partially remote position based out of Charlottesville, Virginia.

Salary: $65,000-$95,000 base salary with bonus potential.
Benefits: Solitude offers a comprehensive benefits package including retirement matching, employer-paid health insurance, generous paid sick and vacation leave, and a relocation stipend of up to $5,000.

Essential Duties:
Researches financial planning issues and opportunities;
Prepares and updates financial plans to include evaluating and testing for risks and opportunities using appropriate systems (eMoney and Holistiplan);
Follows up on next steps to assist in the implementation of financial plans;
Maintains meticulous notes, tasks and workflows in our CRM system (Wealthbox) and financial planning software (eMoney);
Communicates directly with clients in collaboration with the Lead Wealth Planner and your paired Wealth Advisor;
Coordinates with client CPAs and/or estate attorney to help with implementation recommendations;
Seeks new ways to continuously improve and better utilize technologies, systems and processes within the positions areas of responsibility;
Stays abreast of industry knowledge and trends through publications, literature, research and professional development opportunities;
Performs related duties as assigned.

Education and Experience:
A Bachelors degree from an accredited college or university is required. Applicants must be a CFP Professional, Candidate for CFP Certification, or plan to obtain the CFP designation.
Special Requirements:
Must be able to complete a background check
Must fulfill compliance requirements
Knowledge, Skills, and Abilities:
Excellent communication skills, both orally and in writing;
First-class interpersonal, organizational, and client service skills;
Fanatical attention to detail;
Strong work ethic with an ability to meet goals, deadlines, and performance expectations;
Ability to learn in-house software and tools;
Ability to multitask, keep calm under pressure, and treat everyone with respect;
Displays curiosity, a positive attitude, flexibility, and a good sense of humor;
Ability to follow all policies and procedures