At JLFranklin Wealth Planning, we strive to maintain a collaborative work environment. We treat each other with the same respect and integrity we show our clients.
Our Bay Area headquarters are where we started, and our distributed workforce is located throughout the United States. Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, paid holidays, and personal time off that increases the longer you work with us.
We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is available for team members who demonstrate excitement, motivation, and a commitment to increasing our firm’s value and providing outstanding service to our clients.
We are passionate about providing thoughtful, proactive, accurate pathways to financial freedom, in a responsive manner, so our clients can achieve their goals and live their dreams.
Anticipating client needs and acting in their best interest are our calling. Proactively handling the details—and being attentive and responsive when questions arise—allows our clients to take care of their families and pursue their dreams.
We monitor every financial detail for our clients, who rely on us to preserve and protect their wealth. Our unique tax expertise allows us to deliver truly comprehensive strategic financial planning.
Our clients trust us to protect their intimate financial details, and we strive to build and maintain that confidence. We are candid and honest in sharing our guidance, assessments, and advice.
Our commitment to producing high-quality, accurate advice compels us to invest in quality tools, people, and processes. Solutions are carefully researched and analyzed resulting in excellent recommendations that exceed our clients’ investment in us.
Staying curious helps us develop customized solutions for our clients and creates a culture of continuous improvement within our team.
Our remote opportunities allow high performers located anywhere in the U.S. to join our growing team. Whether you’re looking for a wealth manager job, a financial planner job, or a marketing opportunity, we invite you to explore our open positions.
Joyce Franklin is in the guest seat for a chat with blogger and educator Michael Kitces. They go deep in his Financial Advisor Success podcast. Listen to Ep 263: Building A High-Touch Boutique Firm Serving Tech Executives As Their Personal CFO.
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