Position: Financial Planner
About the Position

We’re looking for a CFP® or CPA with experience in financial planning and/or tax preparation. Your role includes actively participating in client meetings, analyzing portfolio information using our Excel-based tools, and assisting with client tax preparation. In addition, you will take ownership of many elements of the client experience, including managing client relationships between meetings.

About You

You are a positive, self-starting individual who enjoys working in a small, collaborative team environment and wants to grow with the firm. You also have these traits:

  • Strong communication skills

  • Learns and adapts quickly

  • Ambitious

  • Excellent follow-through capability

  • Accurate, with good attention to detail

  • Ownership mentality

  • Excited about growth

  • Strong technology related skills

 

You have these credentials:

  • CFP® or CPA

  • 5+ years of experience in financial planning and/or personal tax returns

Additional qualifications that are helpful but not required:

  • EA or PFS designation (or coursework partially complete)

About Us

We are a small, rapidly growing firm that offers comprehensive, fee-only financial planning.

  • Mission: Connecting money and meaning to create fulfilling lives

  • Niche: The intersections of money & meaning and taxes & financial planning

  • Target Market: People who care about using their money to lead meaningful lives

 

We are located in the heart of the Southport Corridor and offer flexible hours, high autonomy, and tremendous opportunities for career growth.

 

Local candidates only, please. Send your resume in pdf file format to Luke Van de Loo at luke@sullivanmermel.com. Please include a cover letter with a one or two sentence description of your all-time favorite job.