We're Hiring! Associate Financial Planner Position

YGC Wealth | Associate Wealth Advisor Position About Us: YGC Wealth is not your ordinary financial planning firm. As a fee-only Registered Investment Advisor (RIA), we are committed to providing personalized financial guidance to a diverse clientele, including thriving professionals, small business owners, and first-generation wealth-builders. Our work spans the U.S. and even reaches globally, encompassing clients from their late 20s to early 50s.

While we expect you to work standard business hours, we encourage a balanced approach that accommodates personal and family needs, as long as there is effective collaboration with the team, active participation in meetings, and a commitment to meeting client needs. Additionally, some clients may require meetings outside of regular business hours (EST), and flexibility in this area is essential as we strive to accommodate our client’s schedules, given that our clients are located across the country.

YGC Wealth is an equal opportunity employer dedicated to fostering diversity, equity, and inclusion among both our employees and clients. If you believe you may be underqualified or overqualified based on the details below, we still encourage you to apply. Let’s talk! 

Your Role: Joining YGC Wealth as an Associate Wealth Advisor means diving deep into the financial dynamics of our clients under the direct mentorship of our Founder + Senior Wealth Advisor, Rianka R. Dorsainvil, CFP®. You'll play a crucial role in all operational facets, from strategic planning to daily management, ensuring no aspect of our client service is overlooked. We value the ability to handle detailed financial data, impeccable organizational skills, and strong communication capabilities.

About You & Vital to Your Role:

• Hold the CFP® designation. 

• Resonates with each of YGC Wealth company core values (outline below). 

• Have experience in comprehensive financial planning, including but not limited to reviewing estate planning documents, solid foundational personal tax knowledge, and understanding the fundamentals of RSUs.

• Have a track record as an intrapreneur who enjoys learning and engaging in various aspects of the business by wearing “different hats.”  

• Have the discipline and ability to manage yourself and your own schedule as a self-starter. Effective self-direction with ability to make sound decisions with little to no direction. 

• Excellent communicator who understands how to effectively utilize messaging, video calls, and emails throughout the day in a mostly virtual work environment. Transparent, internal communication is vital.

• Comfortable with being client-facing and able to communicate tactfully, diplomatically, clearly, and courteously.

• Organized, detail-oriented, and willing to refine and implement new processes to enhance the overall efficiency of the firm’s business operations.

• Proactive in expecting the next step for client needs and solutions-oriented to include the analytical ability to summarize financial planning topics in support of our client’s goals and needs. 

• A love of technology and vision for how it can enhance the client experience. Sampling of our tech stack: eMoney, GSuite, Wealthbox, Zoom, iRebal, FP Alpha and Kwanti.

• Familiar with onboarding and supporting custodial accounts with Charles Schwab and Altruist. 

• This position is ideally suited for candidates based in the DC Metro area. Initially, it requires coming into the office 1 to 2 days a week, with monthly in-person strategic meetings. 

  
  

What You’ll Be Doing Now:

• Learn financial planning the “YGC Wealth” way by integrating your expertise and experience into our client-centered planning process.

• Supporting Senior Wealth Advisor with creating and monitoring financial plans, including cash flow modeling, spending/savings recommendations, debt paydown, credit report analysis, what-if scenarios, insurance needs, investment recommendations, estate planning, tax planning, etc.

• Manage and maintain client and financial planning workflows and create workflows/SOPs as needed.

• Build and maintain client portals, financial plans and action steps/tasks in eMoney.

• Prepare for and attend client meetings (e.g., provide summary recaps, take notes and/or review AI notes, appropriate follow-up, etc.) 

• Develop a structured meeting agenda for review with the Senior Wealth Advisor, aiming for 80% client-ready completeness. Collaborate with the Senior Wealth Advisor on strategic topics to refine the agenda to 100% client-ready before the meeting.

• Initiate and follow up on client communications, including but not limited to assisting with the client portal and tracking action items. Promptly address client questions and concerns, seeking guidance from the Senior Wealth Advisor as needed.

• Take ownership of client action items by providing proactive reminders, supporting implementation, and recognizing when to involve the Senior Wealth Advisor to ensure a seamless client experience.

• As knowledge & experience evolves, answer the majority of basic or intermediate tactical financial planning & investment questions independently.

• Data entry and maintenance of internal systems such as Wealthbox, eMoney, FP Alpha, Google Suite, etc. 

• Research financial planning topics and complex financial situations. Provide summaries and recommendations for integration in financial plans and client communications.

• Attend weekly financial planning and team meetings to discuss and review operations and client matters.

• Handle vendor advocate calls, which include calling student loan servicers, investment companies, accountants, estate attorneys, insurance agents, etc. 

• With minimal guidance, assume responsibility for planning, organizing and executing major projects as directed by Rianka.

• Sustain the highest level of professionalism with both internal and external partners

• Maintain strict confidentiality.

YGC Wealth Core Values: 

At YGC Wealth, we are committed to helping clients build and sustain wealth through an inclusive, personalized, and forward-thinking financial planning approach. Our core values guide everything we do:

• Inclusivity & Cultural Competence

  • Wealth-building looks different for everyone, especially for first-generation wealth builders or those navigating financial decisions without generational guidance. YGC Wealth ensures that every client feels seen, heard, and supported in their unique financial journey.

• Holistic & Personalized Financial Planning

  • A client’s financial life extends beyond investments. YGC Wealth takes a comprehensive approach, helping with estate planning, tax strategies, risk management, and business planning to ensure every aspect of their financial future is covered.

• Client-Centered & Family-Focused Approach

  • Financial goals are deeply personal, often connected to family, business, and legacy planning. The firm works closely with clients to develop strategies that support not just their financial growth, but also the well-being of those they care about most.

• Empowerment Through Education

  • Knowledge is key to financial confidence. YGC Wealth equips clients with the tools and insights needed to make informed decisions—whether it’s understanding RSUs, managing cash flow, or structuring a business for success.

• Innovation & Technology-Driven Solutions

  • By leveraging AI and technology, YGC Wealth enhances the financial planning experience, ensuring seamless collaboration and a modern, efficient approach to wealth management.

    
    

At YGC Wealth, financial planning isn’t just about managing money – it’s about helping clients build the future they deserve.

What We Are Offering: 

Salary & Benefits:

• Salaried full-time employee starting at $80,000/year as an Associate Wealth Advisor.  

• $1,000 professional development stipend 

• CFP® annual dues covered

• Personal Time Off of three (3) weeks or 120 hours per year accrued monthly, plus major national holidays. 

• Retirement Plan: 3% Non-elective employer contribution to 401k after 90 days of employment.

• Health Reimbursement Arrangement via QSEHRA for up to $300/month (there is no group health insurance plan currently and this is meant to subsidize the cost of you buying your own insurance if needed).

• We will purchase a company-owned Apple laptop device for your work use.

• Co-working space for strategic in-person meetings in the DMV area. 

• We welcome fully remote team members and value in-person collaboration. For the right fit, we’ll find a way to make it work.

• As a growing firm, firmwide compensation and benefits are reviewed twice a year, typically in July and December.

  
  

How to Apply: 

If you are interested in joining our innovative and dynamic team, please apply by:

• Completing this Candidate Form 

• Submitting your resume 

• Submitting a Loom video link (free video service) answering this questions: 

  • What led you to become a financial planner?

  • What are your key strengths, and how do they add value to both the firm and its clients?

  • What’s your experience like in financial planning up to this point?

  • Why are you interested in working with YGC Wealth?

  • What does success look like to you in 3 years if you were to join our team?

  • Tell us something about yourself that is not on your resume.

Resume and video link should be emailed to: hello@YGCwealth.com 

We look forward to learning about you!