We're Hiring!

Now Hiring a Certified Financial Planner

We're looking for someone with fierce organizational skills to become the coordinating force behind everything Pulse Wealth does for its clients. We are looking for a seasoned professional proficient in taking a holistic view of financial planning, has a solid client base ready for expansion, thrives in a small business environment, and enjoys sharing their experience in wealth and risk management.

Do you want the opportunity to collaborate on in-depth case studies, continuously grow, and mentor the next generation of financial planners? You might be the right person to support our team as we help our clients build wealth and financial freedom.

Who We Are

At Pulse Wealth Management, we believe in doing the right thing—for our clients and our team. We are a collaborative, educational environment where we continue to grow together. We set ourselves apart from other financial planners by taking the time to understand each client’s needs and unique economic situation. Then we provide a holistic financial plan tailored to our client’s specific needs.

We’re looking for someone passionate about financial wealth to guide our clients through our proprietary process to support all their financial needs from investments to insurance, to estate planning. If this sounds like you, we invite you to become part of that powerful mission.

Role Summary

As an experienced Certified Financial Planner, you excel at seeing the big picture, taking a holistic view of wealth and risk management to craft comprehensive financial plans that meet clients' goals. Your ideas help us evolve our process. You build long-term, trusting partnerships with your clients, driven by your commitment to providing the best possible client-forward services.

Key Responsibilities

1. Conduct thorough financial analysis. Gathering relevant financial data and information from clients, verifying the data's accuracy, and identifying key trends, risks, and opportunities pertinent to the client's financial goals. Information is provided as full-service financial planning and retirement and estate optimization strategic sessions.
2. Use effective marketing to connect with potential clients. Work up to scheduling five initial calls per week with prospects and monitor the number of calls that move to a video consultation.
3. Help Expand Our Assets Under Management (AUM) by 32% each year. We’re out to grow Pulse Wealth’s (and your professional) portfolio! Each new (qualified) client you bring on board with your marketing efforts and client care, will contribute to our growth.
4. Retain your clients year after year. Use proactive communication, personalized financial advice, and regular portfolio reviews to ensure client satisfaction and loyalty.
5. Identify revenue growth opportunities quarterly. We are always looking to improve, and want every team member to explore business expansion options or recommend how to service more effectively and profitably.
6. Continuous professional development. Grow with us by continuing to learn about the industry and grow your skills. This includes staying in good standing for CFP & LLQP certification.

Compensation and Perks

What can you expect in addition to a competitive salary? Here are a few things you'll love about working with us:

• Tried and true mentorship frameworks
• Regular guest expert speakers hosted at the office
• The opportunity to expand your financial knowledge
• A strong collaborative team
• Starting every morning with a casual all-hands meeting
• Relaxed Fridays spent reviewing case studies together, having lunch as a team, and sometimes finishing up early
• Monthly team-building outings
• Birthday lunches and other gestures that say we appreciate you

Who We Need Right Now

You should already be familiar with and comfortable working with financial statements and software, interacting directly with clients via email, video meetings, phone and in-person, improving and innovating processes, and wrangling spreadsheets. We see each client case as an intriguing puzzle and feel driven to find the best possible solution, and hope you do, too.