Financial Planner

If you're a client focused CFP in Utah with 3-5 years of experience, this is the job for you.About the PositionAs PROFi has grown from a tiny RIA to over $350M in assets, we have felt the need to grow our team with a servicing advisor. This is NOT a sales-focused position; most of your time will be spent independently taking care of existing PROFi clients. With that in mind, we're looking for someone with the following skills:Ability to create deep connection with clientsTechnical competence in complex financial situationsAbility to work independently and manage a small team (associate advisor & administrative assistant)Quick learner; able to adapt to our culture and tech stack quicklyThis is not an entry-level position, and will require independent handling of client relationships. Because of that, the following qualifications and experiences are desired:At least 3 years of client-facing financial planning experienceProven track record of retention and referral generationIndustry designations (EA, CFP, CFA, CPA in particular)A bachelor's degree in a relevant fieldCompensationThis position offers the following compensation and benefits:Competitive salary based on experienceQuarterly performance bonusesRevenue share on independently sourced clients401(k) with matchHealthcare stipendOpportunity for equity buy-inAbout PROFiPROFi is a fee-only RIA that was started in 2018 by Bruce and Mary Miller, with a focus on serving community bankers and their clients. Over the past 8 years, PROFi has served hundreds of clients across all wealth ranges - we pride ourselves in our ability to serve everyone from the ultra high net worth all the way down to college graduates with $10k to invest. We currently serve over 150 households and several 401k plans, all focused locally here in Utah county.