Financial Planner - Financial Services; E

This role is designed for an experienced Financial Planner who is ready to take the next step toward supporting, and then leading, client relationships. Our Founder is looking to build his advisory team and mentor the person who is as excited to help clients as much as he is. If you’re passionate about financial planning, thrive in a collaborative environment, and want to be part of a firm committed to excellence, this could be the perfect match!

• CFP® Professional highly preferred, or progress towards certification
• Series 6 and Series 7 licenses required, any additional are a bonus
• 2+ years in an associate planner, financial planning, or client-facing role
• Experience with industry-specific platforms:
  Redtail, eMoney Advisor, Envestnet, Excel, etc.

• Support Founder across all stages of the planning process
• Serve as a primary point of contact for client questions, coordination, and ongoing needs
• Prepare for and follow up on client meetings, including notes, plan updates, and task management
• Assist with ongoing tax strategy—projections, Roth conversions, tax with holdings, charitable planning, etc.
• Build deep expertise in business owner planning and retirement planning
• Assist clients with 401(k) enrollment by explaining plan options, contribution limits, and investment selections
• Support investment recommendations aligned with firm-wide strategy
• Maintain accurate documentation in the CRM and planning tools
• Communicate with CPAs, attorneys, and other professionals to support integrated planning tasks
• Adhere to all compliance, regulatory, and internal policy requirements

• Comfortable stepping gradually into client-facing responsibilities
• You care deeply about doing right by clients and delivering thoughtful, high-quality planning
• You have a strong foundation in financial planning and can put in the work required to lead relationships within 6-12 months
• You love learning, especially in tax planning and retirement planning
• You are a proactive, self-managing, initiative taker who claims ownership of tasks, meeting deadlines, and following through without reminders
• You communicate clearly, professionally, and with compassion in writing and verbally
• You’re energized by teamwork and believe great planning happens collaboratively

This is a full-time, W-2 role.

• Annual base salary: $75,000 to $110,000, depending on experience, licensing and credentials
• Total compensation:
  Potential for up to 10% bonus eligibility

Benefits include:

• 401(k) with 3% Contribution (not match)
• PTO & paid holidays
• Remote work flexibility 1 day per week to start
• A supportive, collaborative environment and a defined career track to accelerate your growth