Job Opportunities

Lead Advisor, Rung IV (Remote or Onsite in SF Bay Area)

JLFranklin Wealth Planning is a small, growing Registered Investment Advisor (RIA) firm with headquarters in the San Francisco Bay Area. This is a remote position, with the possibility to work in our office post-pandemic. We offer a stimulating, fast-paced environment with long-term growth potential.

The lead advisor who meets or exceeds expectations is on track for equity ownership. Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off that increases over time. Our firm focuses on continued growth and invests in and encourages professional development of the team.

JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. The Lead Advisor will work closely with her and the other members of our team on a variety of projects and will be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

 

SUMMARY OF RESPONSIBILITIES
The Lead Advisor works with Associates and Wealth Managers on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and developing, presenting, and overseeing the implementation of financial plans. To help drive the firm forward, other responsibilities include:

Team Responsibilities: Leading a team and managing the responsibilities and performance within the team; actively working to recruit professionals; resolving conflicting priorities and allocating resources within the team; and coaching and developing team members.

Firm Responsibilities: Driving the firm’s strategic planning process and contributing to key initiatives; participating in firm committees; finding ways, large and small, to make the firm better.

Growth Responsibilities: Attracting new clients to the firm; eliciting referrals from existing clients through exceptional client service; working with the firm’s managing partner to develop a personal marketing plan; participating in strategies to develop a niche or specialty market; building a network of business contacts in the targeted market.

To find out more about our career path for Wealth Managers, please review this PDF

 
LEAD ADVISOR PROFILE
The focus of this job is on achieving results, which are aligned with the larger picture of the organization and its strategic goals. Initiative, along with a sense of competitive drive and the ability to stay focused on results despite changing conditions, is the key to achieving the performance objectives of this job. Because environmental and organizational conditions change rapidly, the work involves innovation and creativity in generating ideas for quick response.

Decision-making is focused on implementing practical, timely solutions. The job requires getting things done quickly and handling a variety of activities. A leadership style that is firm and goal-oriented, and yet motivates, trains, and engages others in an enthusiastic way is important. The emphasis on building rapport and relationships with individuals and groups requires an outgoing, poised, and persuasive communication style. Because the pace of the work is faster than average, the ability to learn quickly and thoroughly while continually recognizing and adapting to changing conditions is critical.

The scope of the job may require effective delegation to proven people. Routine and repetitive details should be delegated but with responsibility for follow-up and accountability for timely results. While the job requires the ability to act independently, a sense of urgency, the confidence to handle a variety of challenges, a full commitment to the success of the business, and high standards of achievement are expected in this position. The emphasis is on effective systems that achieve results through and with people, rather than on the details of implementation. The job environment is constantly changing and provides opportunities for growth, recognition, and reward for the overall success and achievements of the firm.
 
NOTEWORTHY BEHAVIORS

  • Independent and in control of own activities
  • Assertive and self-confident
  • Takes initiative
  • Driven to get things done timely and responsively, to complete goals
  • Enthusiastic and engaging
  • Outgoing, with the ability to build long-term relationships
  • Ability to manage multiple priorities
  • Problem solver
  • Innovative thinker

 
JOB CHARACTERISTICS

  • Lead client engagements, including direction of team members
  • Focus on building long-term client relationships
  • Quick decision making in response to changing conditions
  • Client and team collaboration focused on results
  • Directive leadership to assure business goals are achieved
  • Delegation of details as necessary, with follow-up on timeliness and quality
  • Overall accountability of personal and team outcomes

 
REQUIRED

  • Five to 10 years of experience in the financial services industry
  • Experience managing client relationships and managing a team
  • Proven track record of developing new business through referrals and marketing
  • Ability to read and synthesize written information effectively
  • Excellent written and verbal communication skills
  • Uncompromising ethical standards
  • Interest in contributing to the strategic initiatives of the firm
  • Desire and ability to work successfully and collaboratively in a small company environment
  • Bachelor’s degree
  • CFP® certification, CFA, or similar credentials

 

LOCATION
Remote (virtual)

 

HOW TO APPLY
Please submit your information, resume, and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

We look forward to hearing from you!

 

    First Name*

    Last Name*

    Email*

    Phone*

    Resume*

    Cover Letter*

    LinkedIn Profile*

    How did you hear about us?*

    Other (please specify)

    Work Authorization*

    Wealth Manager, Rung III (Remote or Onsite in SF Bay Area)

    JLFranklin Wealth Planning is a small, growing Registered Investment Advisor (RIA) firm, with headquarters in the San Francisco Bay Area. This is a remote position. We offer a stimulating, fast-paced environment with long-term growth potential.

    Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is an added perk.

    JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. The Wealth Manager will work closely with her and the other members of our team on a variety of projects, and will be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

     

    SUMMARY OF RESPONSIBILITIES
    The Wealth Manager works with Support and Lead Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation and review, client communication, client account maintenance, drafting and placing trades, researching investments, and implementation of recommendations. Additionally, the Wealth Manager will participate in business development activities to attract clients. All client relationships are handled on a team basis, and the Wealth Manager is a key member of the team.  

    This is a position where guidelines, structure, and established policies must be followed, while working with and for others.
     
    To find out more about our career path for Wealth Managers, please review this PDF

     

    WEALTH MANAGER PROFILE
    The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. The wealth manager is an effective communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. There will be many different people to meet and work with. The person in this position must be friendly and genuinely interested in the firm and needs of others, including our team, the firm’s management, and our clients. A persuasive, teaching style of communication is required to communicate the company’s policies, programs, and systems. A faster-than-average pace is required for this position.

    Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. This portion of the work will often focus on relationships with others; correct handling of details and dealing with others is necessary to maintain and grow relationships. In your capacity as a manager, following up carefully, closely, and cheerfully is required to ensure both correct work and maintenance of the relationships. Necessary corrections must be made in a constructive and supportive manner. Ability to adhere to deadlines is crucial, while producing accurate work. This is a position where guidelines, structure, and established policies must be followed fairly closely, while working with and for others.

     

    JOB CHARACTERISTICS

    • Each day is different from the next, especially in personal interactions. This is a fast-paced environment and you will have multiple projects going simultaneously.
    • Very socially-focused; requires a “how can I help you?” attitude. Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others fosters the relationship.
    • Adherence to established guidelines and procedures is important. It is crucial to involve others in the decision-making; there is a need to build consensus rather than make decisions alone.
    • Open, flowing communication is important. The position requires working with and through others, especially in a helping role. There is a need for a persuasive, “selling” (rather than “telling”) communication style.
    • Team environment: As a leader, you must be willing to jump in and roll up your sleeves to help out when necessary. You are someone who leads by example, with first-hand knowledge of your area of expertise. Strong, friendly follow-up is necessary on tasks delegated to ensure proper results.

     
    REQUIRED

    • 3 to 7 years of experience in the financial services industry
    • CFP® Designation
    • Ability to read and synthesize written information effectively
    • Bachelor’s degree in Financial Planning or a related field
    • Excellent written and verbal communication skills
    • Uncompromising ethical standards
    • Desire and ability to work successfully and collaboratively in a small company environment

     

    LOCATION
    Remote (virtual)

     

    HOW TO APPLY
    Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

    We look forward to hearing from you!
     

      First Name*

      Last Name*

      Email*

      Phone*

      Resume*

      Cover Letter*

      LinkedIn Profile*

      How did you hear about us?*

      Other (please specify)

      Work Authorization*

      Associate Wealth Advisor, Rung II (Remote or Onsite in SF Bay Area)

      JLFranklin Wealth Planning is a small, growing Registered Investment Advisor (RIA) firm, with headquarters in the San Francisco Bay Area. This is a remote position. We offer a stimulating, fast-paced environment with long-term growth potential.

      Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is an added perk.

      JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. The Associate Wealth Advisor will work closely with her and the other members of our team on a variety of projects, and will be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

       

      SUMMARY OF RESPONSIBILITIES
      The Associate Wealth Advisor supports Wealth Managers and Lead Advisors with all aspects of wealth management, including resolving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation, client communication, client account maintenance, drafting trades, researching investments, and implementation of recommendations. Additionally, the Associate Wealth Advisor may participate in business development activities to attract clients. All client relationships are handled on a team basis, and the Associate Wealth Advisor is a key member of the team.

      The major duties of this job will involve much structure and attention to detail, and must be done correctly. At the same time job tasks will vary rather than be repetitive, and will require a faster-than-average pace in order to complete work requirements. The job has more of a people orientation rather than technical orientation. The position may be integral to collaborative or team work in the organization, and in satisfying both internal and external customers. This job has a hands-on focus, where productivity is gained through individual accomplishments. This job can be the source of some initiatives, but only within a clearly structured and defined framework of responsibility outlined by management.

      All client relationships are handled on a team basis, and the Associate Wealth Advisor is a key member of the team. You lead by example, with first-hand knowledge of your area of expertise. Strong, friendly follow-up is necessary on delegated tasks to ensure proper results.
       
      To find out more about our career path for Wealth Advisors, please review this PDF

       

      DESIRED

      • Analytical skills to prepare and assess client financial statements, plans, and investments
      • Ability to work in a fast-paced environment, juggling multiple projects simultaneously
      • Serious, diligent, and reserved, with a “how can I help you?” attitude
      • A service-oriented, people orientation rather than an analytical or technical orientation
      • Work collaboratively with input of others on the team. Risk taking is not required. New ideas or initiatives will not require significant diversion from established procedures
      • Communication style is friendly, pleasant, and tactful
      • Interest in mastering financial planning, client relationship management (CRM), and portfolio management software
      • The ability to manage time effectively and prioritize projects to ensure on-time completion
      • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer

       
      REQUIRED

      • 2 to 5 years of experience in the financial services industry
      • Ability to produce highly precise, high-quality work with a very strong attention to detail. Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently.
      • Willingness to jump in and roll up your sleeves to help out when necessary
      • Ability to read and synthesize written information effectively and produce repeatable, very high-quality results
      • Bachelor’s degree in Financial Planning or a related field
      • Excellent written and verbal communication skills
      • Uncompromising ethical standards

       

      LOCATION
      Remote (virtual)

       

      HOW TO APPLY
      Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

      We look forward to hearing from you!
       

        First Name*

        Last Name*

        Email*

        Phone*

        Resume*

        Cover Letter*

        LinkedIn Profile*

        How did you hear about us?*

        Other (please specify)

        Work Authorization*

        Support Advisor, Entry Level, Rung I (Remote or Onsite in SF Bay Area)

        JLFranklin Wealth Planning is a small, growing, Registered Investment Advisor (RIA) firm with headquarters in the San Francisco Bay Area. This is a remote position. We offer a stimulating, fast-paced environment with long-term growth potential.

        Compensation is competitive and benefits include medical insurance, a 401(k) plan with profit sharing, and paid time off. We encourage professional development by providing reimbursement for classes and conferences. Equity ownership potential is an added perk.

        JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. The Support Advisor will work closely with her and the other members of our team, enjoy a variety of on-the-job learning opportunities, and be able to specialize as the firm grows. We encourage you to visit JLFwealth.com before you apply to get an understanding of what we do and how we operate.

         

        SUMMARY OF RESPONSIBILITIES
        The Support Advisor is a challenging and rewarding position with substantial room to grow. As a member of a female-led team, you will make a positive impact on people’s lives, gain exposure to a fast-paced small business environment, and have the opportunity to participate in a variety of projects. A Support Advisor at JLFranklin Wealth Planning assists Wealth Managers and Lead Advisors with all aspects of wealth management, including: solving client requests, data gathering and analysis, financial planning and portfolio reviews, meeting preparation, drafting trades, researching investments, client communication, client account maintenance, and implementation of recommendations.

        This position requires a very careful adherence to well-defined procedures where repeatable results are needed. The work is highly precise in nature and requires a very strong attention to detail. It is vital for the work output to be very high quality with correct results. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious.

        All client relationships are handled on a team basis, and the Support Advisor is a key member of the team.

        To find out more about our career path for Wealth Advisors, please review this PDF.

         

        DESIRED

        • Analytical skills to prepare and analyze client financial statements, plans, and investments.
        • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
        • Interest in mastering industry software, including financial planning, client relationship management (CRM), and portfolio management
        • Strong communication skills with the ability to interact with our Wealth Advisors and high net-worth clients, verbally and in writing
        • The ability to manage time effectively and prioritize projects to ensure on-time completion
        • The ability to work at a steady, even pace of activity
        • A highly collegial and collaborative work style; able to work well with all members of the team and pitch in on all aspects of serving our clients
        • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished for the client and the team
        • Able to closely follow established procedures and processes without modification
        • A high level of professionalism and a thirst to learn and grow as a financial professional.

         
        REQUIRED

        • Acute attention to detail and accuracy (more important than speed)
        • Bachelor’s degree in Financial Planning, at least 5 Financial Planning classes, or some financial services experience
        • Ability to produce repeatable, very high-quality results
        • Ability to read and synthesize written information effectively
        • Excellent written and verbal communication skills; communication is factual, polite, and professional
        • Uncompromising ethical standards
        • Desire and ability to work successfully and collaboratively in a small company environment
        • People-focused, compassionate and friendly, while being slightly reserved in nature
        • Examination of the facts, established procedure, or proven process must preclude decision-making
        • Ability to follow our well-defined processes and procedures to perform activities
        • A client-comes-first attitude

         

        LOCATION
        Remote (virtual)

         

        HOW TO APPLY
        Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

        We look forward to hearing from you! 

         

          First Name*

          Last Name*

          Email*

          Phone*

          Resume*

          Cover Letter*

          LinkedIn Profile*

          How did you hear about us?*

          Other (please specify)

          Work Authorization*

          Business Operations Manager (Remote or Onsite in SF Bay Area)

          We are a small, growing wealth management firm in the San Francisco Bay Area looking for a friendly and organized addition to our team. This is a remote position, with the possibility to work in our office post-pandemic. We offer flexible hours for this position, and would consider both part-time and full-time applicants, with a minimum commitment of 30 hours across 5 days per week.

           

          POSITION DESCRIPTION
          The Business Operations Manager is an integral member of our female-led team. You will make a positive impact in people’s lives with your helpful attitude and coordination skills.

          You will be responsible for managing specialized work efficiently, with confidence and competence. The position requires above-average attention to detail, concern for the quality and correctness of work, and strong commitment to tasks completed on time. You take your work seriously, have a strong sense of duty, and are disciplined. A somewhat faster-than-average pace will be the norm. The position will generally be task oriented, requiring someone with a conservative, careful, and cautious approach to work.

          In your wide range of challenging tasks, your goal is to ensure that our firm is running productively and efficiently and that each of our clients believes they are getting the most personalized service possible. The ideal candidate is a high performer who is eager to learn and grow.

           

          JOB CHARACTERISTICS

          • Unambiguous work direction. Adherence to established guidelines, policies, and procedures. Concern for getting work done on time and correctly.
          • Extremely task-oriented, completing tasks from start to finish. High standards of quality and accuracy.
          • Requires high degree of information gathering before making decisions. Must be comfortable in making decisions in area of specialty or expertise. Look to management for direction in areas outside of expertise.
          • Reserved, factual, formal and sincere communication.
          • Strong follow-through on delegated tasks and assignments. Leads by example, and is the technical expert in the area.

           
          RESPONSIBILITIES
          Office Operations

          • Organize and manage tasks within our customer relationship management (CRM) software database, Junxure
          • Communicate with vendors, brokerage firms, and clients on behalf of the firm
          • Develop, implement, and evaluate new and existing office operational processes and procedures
          • Coordinate software implementation and develop training programs
          • Assist Chief Compliance Officer with compliance responsibilities
          • Suggest improvements to increase productivity and client satisfaction
          • General office management duties

          Client Service

          • Solve client requests: independently research and clearly document the steps taken and your conclusions; for other tasks, follow specific directions as needed
          • Draft and proofread written communications to clients, prospects, and business partners
          • Complete forms and documents
          • Coordinate with clients, Schwab, and other account custodians to accomplish tasks
          • Onboard new clients

          Business Development Assistance

          • Manage the prospective client intake process, including data gathering via telephone interviews, sending confirmation emails and reminders, and coordinate meetings
          • Track contact with prospects in our CRM, including generation of analytical reports
          • Prepare prospect marketing materials
          • Manage email marketing blasts using Constant Contact
          • Assist with execution of social media strategy using Facebook, Twitter, LinkedIn, Hootsuite, and other platforms
          • Podcast guest coordination
          • Media liaison
          • No cold calling required

           
          REQUIRED

          • 2+ years professional experience in a wealth management or financial services firm
          • Excellent written and verbal communication skills
          • Proactive and enjoys engaging with clients and prospects
          • Collaborative approach in a structured job environment
          • Organized, reliable, flexible, efficient, self-motivated
          • Strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
          • Strong knowledge of Microsoft Office Suite using a Windows-based computer; proficiency with editing functionality in Microsoft Word
          • An approachable, friendly personality
          • Desire and ability to work successfully in a small company
          • Helpful, supportive communication with management and peers
          • Ability to work independently and take direction well
          • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
          • A high level of professionalism
          • Bachelor’s degree, preferred

           

          COMPENSATION
          We offer a competitive compensation package including salary, bonus, medical insurance, 401(k) and profit sharing plan. Salary will be determined based on experience and qualifications.

           

          ABOUT OUR FIRM
          JLFranklin Wealth Planning has been providing financial planning, wealth management, and tax planning services on a fee-only basis for over 20 years. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.

           

          LOCATION
          Remote (Opportunity to work in San Rafael, CA post-pandemic)

           

          HOW TO APPLY
          Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

          We look forward to hearing from you!
           

            First Name*

            Last Name*

            Email*

            Phone*

            Resume*

            Cover Letter*

            LinkedIn Profile*

            How did you hear about us?*

            Other (please specify)

            Work Authorization*

            Business Development & Marketing Manager (Remote or Onsite in Bay Area)

            JLFranklin Wealth Planning is a small, growing financial planning firm with headquarters in the San Francisco Bay Area. We are looking for a Business Development and Marketing Manager with social media experience to join our female-led team. We offer flexible hours for this position, and would consider both part-time and full-time applicants, with a minimum commitment of 20 hours per week. This is a remote position.

             

            POSITION DESCRIPTION
            The Business Development and Marketing Manager works on a variety of projects. You will help develop and execute a business development and social media plan, work with our advisors to edit content for our company website, newsletter and blogs, and clearly present our service offerings to prospective clients. The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. You must be an effective communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. A faster-than-average pace will be the norm for this position. Detailed work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently.

            The ideal candidate has excellent written and verbal communication skills and a thirst to learn and grow as a professional.

             

            RESPONSIBILITIES

            • Track and maintain contact with prospects, including marketing material preparation, follow-up actions and generation of analytical reports
            • Promote our firm through original content, including our books, white papers, and website
            • Create and execute a social media strategy using Facebook, Twitter, LinkedIn and other platforms
            • Assist leadership to create a business development plan.
            • Prepare marketing materials for clients and prospects
            • Assist with research, development, execution and production of a podcast
            • Complete projects via independent research; clearly document your steps and conclusions
            • Draft and proofread written communications to clients, prospects, and business partners
            • Manage email marketing blasts using Constant Contact
            • Organize and manage tasks within our customer relationship management (CRM) software database
            • Coordinate with web developer, graphic designer, and book publishing team to create effective and accurate collateral
            • Media liaison

            REQUIRED

            • Excellent written and verbal communication skills
            • Detail-oriented, organized, and accurate
            • A highly collegial and collaborative work style; able to work well with all members of the team to serve our clients and keep our firm visible to clients and prospective clients.
            • Very socially-focused; requires “how can I help you?” attitude
            • Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others fosters the relationship
            • Work with and through others, especially in a helping role; There is a need for a persuasive “selling” (rather than “telling”) communication style
            • Focus on adherence to established guidelines and procedures
            • Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer
            • Proficiency with editing functionality in Microsoft Word
            • An approachable, friendly personality
            • Demonstrated track record of taking full ownership of both large and small projects, and seeing them through to a successful conclusion
            • Organized, reliable, efficient, self–motivated
            • A high level of professionalism
            • Leadership by example, with first-hand knowledge of area of expertise
            • Strong, friendly follow-up on tasks delegated to ensure proper results
            • Team-focused with a strong work ethic and eagerness to “roll up your sleeves” to get things accomplished as part of the team
            • Desire and ability to work successfully in a small-company environment
            • Ability to work independently and take direction well

            DESIRED

            • Ability to collaborate and build consensus with others in decision-making
            • Open, flowing communication style
            • Basic graphic design understanding
            • Bachelor’s degree, preferably with an emphasis in Business, Marketing, or Journalism
            • At least 5 years work experience in a similar role, or at least 5 years work experience in financial services

             

            COMPENSATION
            We offer a competitive compensation package including salary, bonus, 401(k) and profit sharing plan. Health insurance is offered to those working at least 30 hours per week, Salary will be determined based on experience and qualifications.

             

            ABOUT OUR FIRM
            JLFranklin Wealth Planning has been providing financial planning, wealth management, and tax planning services on a fee-only basis for over 20 years. We encourage you to visit www.JLFWealth.com before you apply to get an understanding of our firm.

             

            LOCATION
            Remote (virtual)

             

            HOW TO APPLY
            Please submit your information, resume and a cover letter telling us why you are interested in this position. We prefer attachments to be uploaded in PDF format. No phone calls, please.

            We look forward to hearing from you!

             

              First Name*

              Last Name*

              Email*

              Phone*

              Resume*

              Cover Letter*

              LinkedIn Profile*

              How did you hear about us?*

              Other (please specify)

              Work Authorization*

              Content Podcast Marketer - Part-Time (Remote)

              The Content Marketer oversees our firm’s digital media efforts by steering and maintaining the web and social presence of our female-led wealth management firm. You’ll promote our podcast, books, and the firm to reach people who are interested in tech, startups, and personal finance. You may also assist with basic business development tasks such as prospect communication and tracking. The expected commitment is approximately 15 hours per week to start, and may increase over time.

              This role is for an enthusiastic creative strategist inspired to bring energy to the firm through different media channels with the goal of attracting new audiences. The ideal candidate for this role will share our excitement for the tech industry and create a genuine connection between the firm and our prospective clients.

              JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. We encourage you to explore JLFwealth.com before you apply to get an understanding of what we do and how we operate.

               

              JOB PROFILE
              The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. There is a need for an effective and persuasive communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. There will be many different people to meet and work with. The person in this position must be friendly and genuinely interested in the business, agenda, and needs of others.

              Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. Following up carefully, closely, and cheerfully is required to ensure both correct work and maintenance of the relationships. Necessary corrections must be made in a constructive, supportive manner. In general, this is a position where guidelines, structure, and established policies must be followed fairly closely, while working with and for others.

               

              JOB CHARACTERISTICS

              • Each day is different from the next; especially in personal interactions. There will be multiple projects going simultaneously.
              • Lots of attention spent on building and maintaining relationships, especially where helping, not pressuring, others fosters the relationship.
              • Adherence to established guidelines and procedures is important; others will be involved in the decision-making. There is a need to build consensus rather than make decisions alone.
              • Open, flowing effective communication is important. You are willing to jump in and roll up your sleeves to help out when necessary, lead by example, and have first-hand knowledge of your area of expertise.
              • Strong, friendly follow-up necessary on tasks delegated to ensure proper results

               
              SUMMARY OF RESPONSIBILITIES

              • Develop, write, and distribute high-quality sharable content for multiple digital channels including LinkedIn, Twitter, Facebook, Instagram, and YouTube (technical blogs are written by our advisors)
              • Confidently lead and professionally engage a digital audience on social platforms
              • Create images using Photoshop/Adobe Creative Suite
              • Determine the best platforms based on messages and goals
              • Follow the existing brand voice and style to maintain consistency across all platforms
              • Manage social profiles
              • Direct and manage paid search and social campaigns
              • Monitor analytics and use data to make marketing decisions
              • Track KPIs to ensure maximum engagement
              • Assess SEO
              • Create and manage social media calendar for alignment of all messages
              • Identify online communities and build engagement
              • Lead press outreach
              • Various business development activities including inbound prospect communication and tracking

               
              REQUIRED QUALIFICATIONS AND SKILLS

              • Experience promoting podcasts and books
              • 3+ years professional experience writing and creating images on digital platforms
              • Adobe Creative Suite, Photoshop, and other graphic platforms to create and edit images, including cropping, resizing dimensions, and adjusting image weights, while preserving sense of composition
              • A proven record of generating professional leads via social media and marketing campaigns
              • Success with professional communication, both written and verbal
              • Creative promotional ideas and curiosity to learn new technical skills
              • Ability to humanize digital messages and relay the core message of the firm’s brand
              • Organized and detail-oriented while also having the ability to step back and see how each message relates to the big picture and the firm’s objectives
              • Avid social media user
              • Heavy consumer of podcasts on all platforms
              • Bachelor’s degree in marketing, communications, journalism, or related field
              • An understanding of the tech industry
              • Ability to meet and beat deadlines
              • Video editing skills preferred

               

              LOCATION
              Remote (virtual)

               

              HOW TO APPLY
              Please submit your resume and a cover letter telling us why you are interested in this position, your ideal schedule, and your favorite podcasts. We prefer attachments to be uploaded in PDF format. No phone calls, please.

              We look forward to hearing from you!

               

                First Name*

                Last Name*

                Email*

                Phone*

                Resume*

                Cover Letter*

                LinkedIn Profile*

                How did you hear about us?*

                Other (please specify)

                Work Authorization*

                Intern - Podcast Marketer and Content Creator (Remote)

                The podcast marketer and content creator will promote a podcast about tech and wealth via digital media channels. You will create social posts using tags and hashtags from existing content created by the founder and from her podcast. The expected commitment is approximately 5 hours per week, although more hours may be available based upon your schedule.

                This role is for an enthusiastic creative strategist inspired to bring energy to the firm through various social media platforms with the goal of attracting new audiences. The ideal candidate for this role will share our excitement for the tech industry and create a genuine connection between the firm and our prospective clients.

                JLFranklin Wealth Planning provides comprehensive financial planning, investment management, and tax planning on a fee-only basis. The female owner of the firm has more than 25 years of experience, a tax background, and a roster of tech and entrepreneurial clients. We encourage you to explore JLFwealth.com before you apply to get an understanding of what we do and how we operate.

                 

                JOB PROFILE
                The focus of this position is working with and through others, building and maintaining relationships, and working closely and accurately within established guidelines. There is a need for an effective and persuasive communicator, someone who is able to stimulate and motivate others while being aware of and responsive to their needs and concerns. The person in this position must be friendly and genuinely interested in the business, and the needs of others.

                Detail work is a major focus of the job, and those details need to be handled quickly, correctly, and efficiently. Following up carefully, closely, and cheerfully is required to ensure both correct work and maintenance of the relationships.

                Open, flowing effective communication is important. You are willing to jump in and roll up your sleeves to help out when necessary, lead by example, and have first-hand knowledge of your area of expertise.

                 

                SUMMARY OF RESPONSIBILITIES

                • Confidently lead and engage an audience on social platforms
                • Develop, write, and distribute high-quality sharable content for multiple digital channels including LinkedIn, Twitter, Facebook, Instagram, and YouTube
                • Create images using Photoshop/Adobe Creative Suite
                • Work with podcast guests to leverage their audience
                • Determine the best platforms based on messages and goals
                • Correspond in a professional manner with followers and listeners
                • Follow the existing brand voice and style to maintain consistency across all platforms
                • Manage social profiles
                • Direct and manage paid search and social campaigns
                • Monitor analytics and use data to make marketing decisions
                • Identify online communities and build engagement

                 
                REQUIRED QUALIFICATIONS AND SKILLS

                • Experience promoting podcasts or B2C companies
                • At least 1-2 years experience writing and creating images on digital platforms
                • Adobe Creative Suite, Photoshop, and other graphic platforms to create and edit images, including cropping, resizing dimensions, and adjusting image weights, while preserving sense of composition
                • Success with professional communication, both written and verbal
                • Creative promotional ideas and curiosity to learn new technical skills
                • Ability to humanize digital messages and relay the core message of the firm’s brand
                • Organized and detail-oriented with the ability to step back and see how each message relates to the big picture and the firm’s objectives
                • Avid social media user
                • Heavy consumer of podcasts on all platforms
                • Working towards bachelor’s degree in marketing, communications, journalism, or related field
                • An understanding of the tech industry
                • Ability to meet and beat deadlines
                • Video editing skills preferred

                 

                LOCATION
                Remote (virtual)

                 

                HOW TO APPLY
                Please submit your resume and a cover letter telling us why you are interested in this position, your ideal schedule, and your favorite podcasts. We prefer attachments to be uploaded in PDF format. No phone calls, please.

                We look forward to hearing from you!

                 

                  First Name*

                  Last Name*

                  Email*

                  Phone*

                  Resume*

                  Cover Letter*

                  LinkedIn Profile*

                  How did you hear about us?*

                  Other (please specify)

                  Work Authorization*

                  Preserving the Wealth of Successful High-Tech Community Members
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                  Preserving the Wealth of Successful High-Tech Community Members
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                  The BE WISE Planning Strategy
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                  The BE WISE Planning Strategy
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