Jonah Richard’s Post

The 4 most common reasons that new clients reach out to us for financial help: • Not sure what to do with company stock • A rapidly growing income • Financial complexity and confusion (and candidly, not enough time) • Referral from a family or friend Don’t fit one of these categories? That’s okay, we’d probably love to work with you too. We are always eager to connect and help out high achieving tech professionals. Curious if it’s time for you to hire a planner? Here’s 5 reasons why you might consider hiring a financial planner: https://lnkd.in/gGiGNATU I go into a bit more depth on a number of areas. PS: Have you ever worked with a financial planner before? What did you think?

#hiring Team Leader - Digital Portfolio Operations, Saint Louis, United States, $12, fulltime #jobs #jobseekers #careers $12 #SaintLouisjobs #Missourijobs #ITCommunications Apply: https://lnkd.in/gSvbEbPp At Edward Jones, we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000+ branch offices where our more than 7 million clients live and work.In a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors. Team Overview Digital Portfolio Operations Vision Statement: Be the invaluable partner to Digital Portfolios by bridging execution excellence with operational intelligence Digital Portfolio Operations Mission Statement: Create the optimal operating rhythm, continuous improvement, and execution insights to ensure digital portfolios deliver value to their stakeholders Our Products & Services include: Strategic Enablement: Business Alignment, Engagement Model, Stakeholder Feedback Delivery Excellence: Planning, Metrics & Analytics, Reporting, Insights, & Storytelling Team Enablement: Onboarding, Tools & Process Optimization, and Content Management What You'll Do Responsible for a team Solution Train Engineers Provide leadership, support, development, and mentoring to associates through examples and timely feedback, holding the team accountable for quality and timely results Inspire personal growth through proactively identifying and coaching knowledge, developments, and skills needed for the future and ensure succession depth Align team activities, strategies, responsibilities, priorities, and objectives with the area and firm's strategic direction Understanding of the team's systems, tools, processes, and reporting, including but not limited to Clarity, Aha!, SharePoint, PowerPoint, dashboards, etc. Lead, partner, and execute on-going improvements for processes and operational ways of working related to the team

𝐖𝐞 𝐚𝐫𝐞 𝐡𝐢𝐫𝐢𝐧𝐠 | 𝐅𝐏&𝐀 | Tailor Brands 𝐂𝐚𝐥𝐥𝐢𝐧𝐠 𝐚𝐥𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐖𝐢𝐳𝐚𝐫𝐝𝐬! Tailor Brands, the platform empowering ANYONE to turn their dream into a business, is on the hunt for a rockstar 𝐅𝐏&𝐀 𝐀𝐧𝐚𝐥𝐲𝐬𝐭! You're not just joining a company, you're joining a movement. 40 million+ entrepreneurs trust us to make their business dreams a reality. Every month, over 500k new faces join the party – and you'll be right there, fueling their success. 𝗕𝘂𝗰𝗸𝗹𝗲 𝘂𝗽 𝗳𝗼𝗿 𝗮𝗻 𝗙𝗣&𝗔 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲 𝗮𝘁 𝗧𝗮𝗶𝗹𝗼𝗿 𝗕𝗿𝗮𝗻𝗱𝘀! 👉Model the future: Your genius will guide our every move with razor-sharp financial forecasts. 👉Data detective: Dive deep, unearth insights, and tell the story behind the numbers. 👉Growth strategist: Your analytical superpowers will optimize our path to new heights. Presentation pro: Translate complex financials into captivating stories that inspire. Ready to join the Tailor Brands family? Apply now! ➡️ https://bit.ly/3tvz2bw

𝐖𝐞 𝐚𝐫𝐞 𝐡𝐢𝐫𝐢𝐧𝐠 | 𝐅𝐏&𝐀 | Tailor Brands 𝐂𝐚𝐥𝐥𝐢𝐧𝐠 𝐚𝐥𝐥 𝐅𝐢𝐧𝐚𝐧𝐜𝐞 𝐖𝐢𝐳𝐚𝐫𝐝𝐬! Tailor Brands, the platform empowering ANYONE to turn their dream into a business, is on the hunt for a rockstar 𝐅𝐏&𝐀 𝐀𝐧𝐚𝐥𝐲𝐬𝐭! You're not just joining a company, you're joining a movement. 40 million+ entrepreneurs trust us to make their business dreams a reality. Every month, over 500k new faces join the party – and you'll be right there, fueling their success. 𝗕𝘂𝗰𝗸𝗹𝗲 𝘂𝗽 𝗳𝗼𝗿 𝗮𝗻 𝗙𝗣&𝗔 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲 𝗮𝘁 𝗧𝗮𝗶𝗹𝗼𝗿 𝗕𝗿𝗮𝗻𝗱𝘀! 👉Model the future: Your genius will guide our every move with razor-sharp financial forecasts. 👉Data detective: Dive deep, unearth insights, and tell the story behind the numbers. 👉Growth strategist: Your analytical superpowers will optimize our path to new heights. Presentation pro: Translate complex financials into captivating stories that inspire. Ready to join the Tailor Brands family? Apply now! ➡️ https://bit.ly/3tvz2bw

What I've learned about Fractional working (And more importantly, what I got wrong) 🤡 Product-Market Fit: What works for fractional Finance or Marketing roles doesn’t necessarily translate to Operations. In Ops, a 1-2 day model on a day rate or retainer simply doesn’t cut it. Operations demands more presence—think 1-6 hours per day, 3-5 days per week. 🤦♂️ The Myth of Being Hands-Off: The idea that you can be consultative and hands-off is just that—a myth. You have to roll up your sleeves and dive in. Sometimes I’m a COO, and other times I’m a Finance Manager—often for the same client. 🔢 Fractional vs. Consulting: These two are not the same (thanks, Karina, for the excellent table clarifying this!). As a fractional professional, I’m embedded within your team, part of an ongoing engagement—unlike the arms-length relationship typical of consultancy. 👨🏫 The Education Gap: There’s still work to be done educating businesses about the value of fractional hires—especially in the UK and in Operations. Fractional roles offer flexibility and cost-efficiency, but they often compete with the familiarity of full-time positions. 🤔 Overthinking LinkedIn Posts: I’ve spent too much time writing and rewriting posts like this one. So, what’s next? I’m pivoting my approach to be more immersive and embedded within businesses, ensuring that I’m there when the sh*t hits the fan (because that's kinda the point). The downside? I only have the capacity to take on one more fractional opportunity, starting in October. If this sounds like what you need right now, drop me a DM. And if I’m not the right fit, I can almost certainly help you find someone who is. Ready? Let’s go! 🏃♂️

What do Private Equity firms look for in a candidate ? Have been actively recruiting since the last couple of quarters, here are my thoughts. At an Associate / Analyst level, we are looking at 3 key qualities, in no particular order 1. Analytics Ability - Lots of number crunching required ! 2. Presentation skills - You need to make sense of the number crunching, explain thought process with clarity & confidence and weave a story for investment thesis around it 3. Drive - Call it enthusiasm, energy, passion, commitment, this can be the differentiator as unlike the other two, this may not necessarily be an acquired skill. The learning curve is steep and exhilarating. Enabling investment decisions is a daunting and empowering responsibility. Private equity is about creating value, and candidates who can truly add value will stand out. PS - Still hiring !

How much are bad hires really costing your business? 🚨 Over €50,000 – and that's just the direct costs. Here’s a quick breakdown (based on a junior M&A analyst entry position with a €5,000 monthly salary): 😭 Direct Costs: - Salary for 6 months: €30,000 - Employer contributions: €6,000 - Recruitment costs (e.g., via headhunter): €10,000 - Onboarding, training, and equipment: €6,000 😲 Indirect Costs: - Time until you find the new employee: nothing gets done. - Not performing? The time you spend explaining and explaining things all over again. - Back to square one: You need to research companies, correct presentations, and do the financial modeling... 👉 What if you instead: - Have someone start to work for you within a few days. - Have no risk and long-term commitment and keep full flexibility. - "Test" your next hire on live projects and see if you're happy with the performance. Sounds too good? Let's have a chat with (Super)Analyst. Shoutout to Tim Woitinek for the inspiration for this post 🙏 #TestYourNextHire #CorporateFinance #AnalystAsAService

🚀 Unlocking Family Office Secrets: What We Look for When Hiring! 💼 Dive into the Exclusive World of Family Offices with #WealthWizards 🧙♂️ #HiringInsights 🌐 #SuccessInFinance 🚀 #FamilyOfficeSecrets

Think all finance jobs are only staring at digital screens for hours? Think again! A career in finance is not about pages of spreadsheets and hours of repetitive work. But the reality is far more dynamic and diverse. At HomeFirst, you'll unleash the full potential of your people skills. Prepare for an exciting journey in customer-facing roles, where every day brings new challenges! Here's what you should know: #FinanceJobs #HomeFirst #CareerMyths #FinanceCareers #JobOpportunities