The Art of Finance, LLC is a fee-only financial planning firm based in Austin, Texas. We serve creatives, entrepreneurs, and funky people. We’re seeking a part-time Associate Financial Planner who identifies as a creative or artist. This is an ideal position for a CFP® Candidate or CFP® student seeking to meet their experience requirement.
Partnering with our lead planners and coaches, you’ll be working one-on-one with our clients every week. Our mission centers on financially empowering the “Creative Class”, and it’s critical you have a passion for both personal finance and the creative arts. Do you crave a less “corporate” financial planning career? Are you told that you explain finance in a way “that actually makes sense”? Read on!
Work with your team to construct, deliver, and implement financial plans
Lead budget-coaching meetings
Review and audit client financial information for accuracy
Develop investment allocation recommendations
Take meticulous notes for client files
Support clients via phone or email as questions arise
Help us create and update our Employee Handbook regularly
We will be offering $20 per hour for this part-time position. If interested, please submit a non-boring cover letter and resume to firstname.lastname@example.org.
We strongly encourage people of color, lesbian, gay, bisexual, transgender, queer and non-binary people, veterans, parents, and individuals with disabilities to apply. The Art of Finance is an equal opportunity employer and welcomes everyone to our team.
CFP® Professional or actively working toward certification
Lives in Austin, Texas
Available to meet clients in-person
Strong writing skills & attention to detail
Other Helpful Qualities
Familiarity with E-Money software
The heart of a teacher
Unafraid to report mistakes
Hate being late
Additional Salary Information: We will be offering $20 per hour for this part-time position.
Internal Number: 1
About The Art of Finance LLC
The Art of Finance, LLC is a fee-only financial planning firm based in Austin, Texas. We serve creatives, entrepreneurs, and funky people.