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Geometric Wealth Advisors

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2015

💸 Finance

🤝 B2B

💳 Fintech

Finance • B2B • Fintech

Geometric Wealth Advisors is a company that provides comprehensive financial planning services specifically designed for executives and partners in management consulting, finance, and various high-demand careers. They emphasize a tailored investment philosophy that caters to the unique financial needs of their clients, ensuring that professionals can make informed decisions about their wealth management.

📋 Description

• Work closely with Geometric’s Financial Planners and Wealth Advisors in support of our comprehensive financial planning offering. • Create and update financial plans using eMoney software. • Draft financial analyses (primarily in Excel) for review by Financial Planners and Wealth Advisors. • Manage relevant notes, tasks, and workflows in the CRM and Google sheets. • Research financial planning topics as needed and keep knowledge databases current. • Coordinate with current Paraplanners to balance workloads.

🎯 Requirements

• Bachelor’s degree • Experience using eMoney financial planning software strongly preferred. • Proficiency in Microsoft Excel. • A basic understanding of personal financial planning and a desire to pursue the CFP® certification, if not already a CFP® professional.

🏖️ Benefits

• Flexible work schedule. • Health insurance. • 401(k) including 5% company match with immediate vesting. • Paid parental leave after welcoming biological or adopted children. • Professional development sponsorship. • Portfolio management at no charge. • Tech/home office needs support. • Wellness Wednesdays. • Sabbaticals after seven years with the firm.