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Arrowroot Family Office, a growing fiduciary financial advisory firm with office in Michigan, California, and Virginia, is seeking a Financial Planning Associate. The candidate will work closely with our key advisors as well as their clients ensuring that financial plans and strategies are implemented. Arrowroot manages over $150 million in assets, and provide extensive advanced financial planning services to executives, business owners, and professionals.
This is a growth opportunity for the right candidate. You will be a trusted member of the team and have the ability to grow in the firm to other positions, such as senior advisor, analyst or managing director.
Compensation will be salary based on experience, discretionary bonus based on firm goals, paid time office, and educational advancement opportunities. We also offer a health care subsidy and a safe harbor 401k plan. Which location you work out of is flexible as well as working virtually as appropriate.
Unlike many firms, we are clear about what we don’t want you to do. No cold calls, no selling insurance to friends or families. This career is about supporting our extensive clientele and helping implement their financial plans. We are a group of passionate and fun people who like to work hard and deliver exceptional service to our clients.
To apply, please email resumes to firstname.lastname@example.org or call 248-515-2281
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