Associate Advisor

Now accepting applications for this-fully remote role with a starting salary of $67,000 (with plans to hire in 2025).

Chicory Wealth is a progressive financial planning firm that aspires to a more just and sustainable world by helping our clients integrate money and meaning. We engage our clients in a comprehensive life planning process and seek to help them operationalize their plan by investing in ESG/Socially Conscious focused portfolios and various forms of direct impact investments.

We focus on our mantra in how we treat clients and each other. It’s why we offer: three weeks of vacation your first year, up to 16-weeks of caregiver/parental leave, remote work to help maintain work/life balance and reduce our carbon footprint, and reimbursement of CFP® certification expenses, to name just a few of our life enhancing benefits.

The Role:

This role is an apprenticeship designed to make you the best financial life planner possible. You’ll take notes, participate in client meetings, and learn what it is to be a Chicory Wealth Financial Life Planner. If you are eager to get your career started, we are looking for you!

Your Life as an Associate:

• During your time as an associate, you’ll learn not only the techniques of financial planning, but also the unique ways Chicory approaches this profession.
• You will work daily in Practifi (our CRM), eMoney (our financial planning software), Box, DocuSign, G Suite, Zoom, and more. Comfort with change and new technology is key!
• You will join client meetings, take notes, and make sure all follow-up tasks are completed on time.
• Our associates are taught to work with clients and prospects in a caring and supportive manner. You’ll be trained in our Integrating Money and Meaning process that brings together a client’s values and heart goals with their money life.
• If you have not already passed the CFP® exam, you will be tackling that in your off time. And if you don’t already have a Series 65, you will need to get that as well.

Must Haves:

• Good written and verbal communication is key in this role – you will take notes, collaborate with advisors, and engage with clients.
• Project management skills are critical. Our associates are the “air traffic controllers” of client processes. You won’t know how to do every task, but you must definitely make sure they get done on time.
• Being both intellectually and emotionally curious is very important. You have to enjoy listening to the details of a client’s life and be engaged in seeking to understand where they are coming from.
• This may sound obvious, but you also must have an extreme interest in the quantitative aspects of financial planning. Our advisors debate the intricacies of credit card points, have emotional conversations over GRATs, and have strong beliefs on projected inflation rates.
• You need to embrace our Mantra – we hope you live and breathe them like we do and can recite them in your sleep as you become an integral part of our growing team. https://chicorywealth.com/who-we-are/
• We’re a certified B Corp committed to people and the planet. If you are into those things, too, you belong with us!
• If you’re already a CFP®, or are already studying for the exam, that’s great, but not absolutely necessary.
• Experience as a professional (even in a different profession!) is always an added bonus.

To Express Interest:

Please share a little about yourself and interest in this opportunity by including a cover letter with your resume, and send to [email protected].