Careers

 

We are a fee-only, comprehensive wealth management firm. To get the “official story” on us, check out Why Inspired Financial.

Behind the scenes, our Core Purpose is to Inspire joy and peace in our clients and in ourselves by helping them achieve what is important to them.  We want to empower clients – primarily women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. We have a culture of excellence, learning, team work, robust communication, constant improvement and fun (and, we’re located in Huntington Beach; what more could you want?!).

We realize that the title “Client Service Associate” (or “CSA” as we call it internally) is a little vague. The CSA works with our Financial Planners to provide an excellent experience for our clients. Your job is to make our clients feel confident that we care for them and to solve their problems. To do this job well, you need to be comfortable solving problems without clear guidance and treating your clients like you treat your loved ones.

That’s the high-level description, but you probably want to hear more about the details:

How to succeed:

Successful CSAs at Inspired Financial…

  • Complete and process client account paperwork quickly and with as little disruption to the client and planners as possible.
  • Communicate with clients and prospects clearly using proper written and spoken language.
  • Track all open requests closely, with almost-obsessive attention to detail.
  • Build close relationships with clients by making them feel cared for.
  • Communicate as often as necessary with clients who have an outstanding request.
  • Keep client records organized and updated.
  • Log every activity and event related to your clients into Salesforce, our CRM, to ensure it is updated and current.
  • Be comfortable with cloud-based applications, e-signatures, and learning new software…all the time.
  • Be the intermediary between clients, planners and our custodian, making sure the custodian does their job for the client.
  • Support the rest of the Client Service team by filling in for them when they’re sick or on vacation, or when they are unseasonably busy (we can all use a hand sometime!)

How to excel:

You want to be the best CSA we have ever had? Here’s how:

  • You’re an excellent communicator, on the phone, in person and in writing. This is critical.
  • You are a lifelong learner and are passionate about increasing your knowledge and expertise. Our work requires some financial acumen, so if numbers scare you, you may be looking at the wrong opportunity.
  • You are obsessive about organization and task management. This, too, is critical.
  • You sincerely love dealing with people. You treat our clients and our team like family.
  • You make stuff happen. In fact, you’re probably already thinking of a creative way to set yourself apart and get this job.
  • People always ask you to help because when you say you’re going to do something, you do it. Every time. Without fail.

Nice-to-haves:
You have some industry knowledge and experience.  It doesn’t have to be in financial planning but you should have some level of financial fluency.  You should have some level of business education, but a college degree is not required. We find previous financial industry or especially investment advisory firm experience highly desirable.

Benefits:

We offer a competitive salary, depending on experience, with generous benefits!

To apply, please send your resume and cover letter to our HR company. Please be creative. Boring resumes are boring.

We are looking for a Lead Financial Planner (LFP) to join us in our beautiful Huntington Beach, CA office. As our Lead Financial Planner, you will have an opportunity to build an amazing career as you practice financial planning at a top firm with a great team. You will lead client relationships, provide deep-dive comprehensive financial planning services, guide and train newer planners, and contribute to the strategic direction and growth of our firm.

That’s the high-level description, but you probably want to hear more about the details:

How to succeed:

A successful LFP at Inspired Financial will…

  • Lead client relationships so that you know the client as well as your best friend. You will manage every facet of their financial plan, anticipate their needs, recommend solutions and ensure they’re implemented. You’re part of a team who will help with implementation.
  • Communicate clearly and regularly with our clients and the team. No one will ever ponder the status of projects or requests because you’ve proactively contacted the client with updates and all the details are captured in Salesforce (our CRM system; bonus points if you can do simple coding in Salesforce!).
  • Collaborate closely with our clients’ other professional advisors. Their tax preparers and estate attorneys love you because you help them look good with the client since everyone knows the plan (you created/shared it, after all) and you’re keeping track of the details.
  • Lead and close prospective client meetings. We specialize in serving women in transition and your profound compassion for their situation, superlative communication skills, and deep technical knowledge make you an ace at securing new business.
  • Develop and train associate planners and client services staff for growth and advancement. We have a terrific team and you’re active in helping us all up our game. You also seek input from your colleagues to learn how you can do the same.

How to excel:

You want to be the best LFP we have ever had? Here’s how:

  • You are hungry for knowledge and growth. You are a lifelong learner and seek to improve your technical, interpersonal, leadership, and strategic thinking skills always. Bonus points if you’re a tax nerd and want to advance your education in this important area of financial planning.
  • You make stuff happen and you see how to make things better. In fact, you’re probably already thinking of a creative way to set yourself apart and get this job.
  • You love public speaking and writing. You get jazzed just thinking about sharing your knowledge in a funny, inviting manner. Whether it’s in a presentation or a blog, you’re ready to go!
  • Business development is not a four-letter word to you. You’re excited to build professional and community relationships that are meaningful to you and as appropriate, you’re proud to tell your colleagues about the great work you/we do at Inspired Financial.
  • You want to not just contribute to but lead the long-term growth and success of Inspired Financial. You’ve memorized our financial planner career path and know that on that path, equity ownership may be part of your future.

Must haves:

You must have B.A. or B.S. degree from accredited four-year university, your CFP® designation, and have at least three years client-facing work experience in a financial planning firm. If you’ve been in the business for at least three years, you likely have strong communication skills, are very organized with acute attention to detail, and are genuinely caring by nature. But we’ll mention that they’re very important, too, just in case.

About Inspired Financial

We are a fee-only, comprehensive wealth management firm. To get the “official story” on us, check out our website at www.inspiredfinancial.biz.

Behind the scenes, our Core Purpose is to Inspire joy and peace in our clients and in ourselves by helping them achieve what is important to them.  We want to empower clients – primarily women and families – to feel comfortable managing their financial lives, especially during and after times of significant change. We have a culture of excellence, learning, team work, robust communication, constant improvement and fun (and, we’re located in Huntington Beach; what more could you want?!).

Compensation and Benefits

We offer a competitive salary, depending on experience, with generous benefits!

  • Competitive salary plus bonus potential
  • 401(k) with company match
  • Company-provided health insurance
  • Relocation Benefits (if applicable)
  • Advanced degree or credentialing support (as mutually agreed)
  • FPA and/or NAPFA Membership
  • Team Fun and Retreats
  • Diverse team perks like monthly car washes, company-paid educational events, escape room outings, and one professional conference per year

How to Apply

To apply, please send your resume, cover letter and short essay responses (see below) to our HR company at Jobs@theworksconsulting.com. Please be creative. Boring resumes are boring.

Short-Essay Questions (500 words or less per question; brevity is a virtue):

  • Why do you want to work for Inspired Financial? and/or Why do you want to work with women in transition?
  • What would you bring to Inspired Financial that is unique and special?
  • What would you need from Inspired Financial to reach your highest potential?
  • What is the most interesting thing you know about Huntington Beach, CA?