Pocket Plan is an enterprise SaaS platform that helps financial advisors transform their practice into an experience where people feel connected and proud to work together. Pocket Plan is the first advisor experience platform to let advisor and clients connect authentically, direct from their mobile phone. Headquartered in Columbia, Maryland, Pocket Plan is a national company with employees from 5 nationalities that serve a rapidly expanding portfolio of customers who want to revolutionize the client experience.
You can contact your interviewing advisor via phone or email. Once you’ve submitted your information, you’ll receive the direct phone number and contact information for future communications.
English is the preferred language for all applications.
We prefer you to apply for the job you feel will give you the most satisfaction. We’ve found that passion drives results and want you to share our passion for Pocket Plan.
You can prepare for your interview by reviewing the job description and identifying specific experiences that relate to the job. For instance, if you are in charge of coordinating events, but only have experience in the travel industry, we’d like to hear about your challenges and ability to find solutions.
Focus on presenting your best self for our interview. We want you to be comfortable with us so that you can be honest with us and true to yourself.
Yes we will let you know via email once a job position is filled.
The application deadlines are when we stop accepting applications for the job. We typically make a hiring decision a few weeks after the application deadline.
Yes, please provide work samples if they are valuable to the job description.
Disclaimer: Pocket Plan and Pocket Planner Inc don’t offer financial, tax, investment or legal advice. Future outcomes are for illustrative purposes only. Contact a financial professional before taking action.
This site may contain forward-looking statements relating to the objectives, opportunities, and the future performance of the U.S. market generally. Forward-looking statements may be identified by the use of such words as; “believe,” “expect,” “anticipate,” “should,” “planned,” “estimated,” “potential” and other similar terms. Examples of forward-looking statements include, but are not limited to, estimates with respect to financial condition, results of operations, and success or lack of success of any particular investment strategy. All are subject to various factors, including, but not limited to general and local economic conditions, changing levels of competition within certain industries and markets, changes in interest rates, changes in legislation or regulation, and other economic, competitive, governmental, regulatory and technological factors affecting a portfolio’s operations that could cause actual results to differ materially from projected results. Such statements are forward-looking in nature and involve a number of known and unknown risks, uncertainties and other factors, and accordingly, actual results may differ materially from those reflected or contemplated in such forward-looking statements. Prospective investors are cautioned not to place undue reliance on any forward-looking statements or examples. None of Pocket Planner Inc’s or any of its affiliates or principals nor any other individual or entity assumes any obligation to update any forward-looking statements as a result of new information, subsequent events or any other circumstances. All statements made herein speak only as of the date that they were made.
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