JLFranklin Wealth Planning > Job Opportunities

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!

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!

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

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)

We look forward to hearing from you!

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.

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)

We look forward to hearing from you!

Client Service and 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 supportive, helpful, sincere 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 Client Service & Operations Manager is an integral member of our female-led team. You will make a positive impact in people’s lives with your positive attitude, reserved and professional demeanor, and expert coordination skills.

This position requires a very careful adherence to well-defined work where repeatable results are needed. The work is highly precise in nature and requires very strong attention to detail. Checking and double-checking is often necessary; individuals performing the job must be patient and conscientious. Both the content and the presentation are important; all work must be highly polished. There is little ambiguity in this job. It is very clear what needs to be done, and what the expected results are. This clarity will come either from the company’s management, or from established professional disciplines and processes. Much of the work can be accomplished by working at a steady pace. The work is best accomplished working as an individual, without a great dependence on other people for results. The work is helpful in nature; you’ll be providing support and/or service to others in an environment free from competition. Interacting with customers requires a professional, formal manner where the focus is on completing the task pleasantly and correctly.

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

There’s a large degree of predictability from one day to the next. Job activities are consistent, sometimes even repetitious in nature, and results are repeatable. Well-define processes and procedures exist to perform activities
People-focused, while being reserved in nature. Helpful, “service” orientation. Strong focus on very high-quality results.
Cautious, by the book, decision-making is required. Examination of the facts, established procedure, or proven process must preclude decision-making (detailed knowledge of or training in those areas significantly aids decision-making).
Communication is factual, polite, and professional in nature. Need to speak with great specificity and knowledgeable detail about areas of responsibility; not required to speak at length about other topics. Expertise comes from training, knowledge, and experience.
Authority and responsibility are shared with others in a team environment, where people have worked together for long periods of time. Little delegation of details is required, although when it does happen, this position requires strong follow-up to ensure that work quality and attention to detail remain very high.
Leadership style required involves being an expert in the field and using that knowledge to be a resource for others’ learning and development.

RESPONSIBILITIES
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

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

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, or relevant intern experience and financial planning coursework
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)

We look forward to hearing from you!

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 30 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 on social media through our firm’s original content, including our podcast, books, white papers, and website
Create and execute a social media strategy using Facebook, Twitter, LinkedIn, and Instagram
Assist leadership to create a business development plan.
Prepare marketing materials for clients and prospects
Assist with research, development, coordination, and production of our firm’s podcast, including managing the content calendar, coordinating with guests, and monitoring the associated metrics
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
At least 5 years work experience in a similar role, or at least 5 years work experience in financial services

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

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

LOCATION
Remote (virtual)

We look forward to hearing from you!

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.

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!

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.

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)

We look forward to hearing from you!

Intern – Summer Intern (Marin or San Francisco Bay Area)

Are you looking for a challenging and rewarding internship position? Do you consider yourself organized and a good writer? Are you a highly motivated individual who would like to gain valuable office experience working with a female entrepreneur?

POSITION DESCRIPTION
JLFranklin Wealth Planning is seeking a bright, energetic, and organized individual with high standards of excellence for a summer internship. As a paid intern located in Marin or the San Francisco Bay Area, you will work remotely on a variety of projects from marketing to office organization to social media strategy. Your projects will increase in complexity as you demonstrate your competence and ability. Ability to quickly learn new computer software, excellent writing skills and exceptional attention to detail are required.

The ideal candidate is a college student available full time during the summer. Part-time work may be available during the school year.

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.

RESPONSIBILITIES

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 letters to clients, prospects and business partners
Complete forms and documents
Organize, and manage documents within our contact relationship management (CRM) software
Communicate with brokerage firms, various companies, and clients on behalf of the firm
Assist in creating and posting content for Facebook and Twitter
Write, edit, and/or proofread marketing collateral
Input data into Excel spreadsheets
Suggest improvements to increase productivity and client satisfaction
Manage email marketing blasts using Constant Contact
Assemble and prepare marketing and client materials
Answer phones
General office management duties

REQUIRED SKILLS & QUALIFICATIONS
Skills:

Working knowledge of Microsoft Office Suite (Word, Excel, and PowerPoint) using a Windows-based computer. A computer will be provided for your use.
Ability to work independently and take direction well
Strong communication skills with the ability to interact with our Wealth Advisors and high net worth clients both verbally and in writing
The ability to manage time effectively and prioritize projects to ensure on-time completion
A highly collegial and collaborative work style; able to work well with all members of the team and collaborate in 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
A high level of professionalism

Qualifications:

An acute attention to detail and accuracy
Excellent written and verbal communication skills
Compassion and an approachable, friendly personality
Desire and ability to work successfully in a small company environment
A client-comes-first attitude
Student of business, economics, marketing, English, communications, or journalism with a minimum 3.5 GPA preferred

COMPENSATION
An hourly wage will be determined based on experience and qualifications. The ability to learn about your own personal financial situation is an added benefit.

LOCATION
Remote, although you are located in Marin or the San Francisco Bay Area

We look forward to hearing from you!