About the role

We are seeking an experienced Certified Financial Planner to deliver comprehensive, fiduciary financial planning to a diverse client base. You will lead client relationships end-to-end—from discovery and plan design through implementation and ongoing reviews—while collaborating with our investment, tax, and operations teams. This role is ideal for an advisor who is client-centric, tech-savvy, and comfortable working in a metrics-driven, remote environment.

What you’ll do

• Provide comprehensive financial planning: retirement, cash flow/budgeting, investment strategy, insurance/risk management, tax planning (non-prep), estate planning coordination, education funding, equity compensation, and charitable planning.
• Conduct discovery, data gathering, and analysis; build and deliver financial plans using leading planning software.
• Create and maintain Investment Policy Statements; propose and implement asset allocation aligned with client goals and risk tolerance.
• Lead client reviews (at least semiannual), monitor progress, and adjust plans for life changes and market conditions.
• Coordinate with outside professionals (CPAs, attorneys, insurance specialists) and internal teams to implement recommendations.
• Maintain meticulous documentation and meet compliance, fiduciary, and recordkeeping standards (CFP Board, SEC/FINRA as applicable).
• Contribute to new client acquisition and growth through referrals, webinars, content, and COI relationships (no cold-calling quotas).
• Track and meet relationship KPIs (client satisfaction, retention, plan delivery timelines, net new assets).
• Stay current on planning strategies, tax law, and market developments; complete required CE.
• Use secure, compliant processes and tools for remote client service and data protection.

Minimum qualifications

• Bachelor’s degree in finance, financial planning, accounting, economics, or related field.
• Active CFP certification in good standing.
• 5+ years of client-facing financial planning experience, including leading comprehensive plans and implementations.
• Demonstrated success managing a book of client relationships with strong retention and growth.
• Strong knowledge of portfolio construction, tax-aware strategies, retirement income planning, and risk management.
• Excellent communication, empathy, and presentation skills; able to explain complex topics simply.
• Comfortable operating in a digital-first, remote environment.

Licenses and compliance

• Series 65 or 66 (or ability to obtain within 90 days) and eligible for state Investment Adviser Representative registration as required.
• Insurance licenses (life/health, annuity) a plus but not required, depending on firm model.
• Clean U4 and background; adherence to CFP Board Code of Ethics and fiduciary standard.

Tools you’ll use

• Financial planning: eMoney, MoneyGuidePro, or RightCapital.
• CRM and workflow: Salesforce, Redtail, or similar.
• Portfolio/reporting: Orion, Black Diamond, Tamarac, or similar.
• Communication: Zoom/Teams, secure client portal, e-signature.
• Productivity: Microsoft 365 or Google Workspace; secure document management and eVault.

Success metrics

• Client satisfaction (NPS/CSAT) and retention.
• Timely delivery of plans and reviews.
• Net new assets/revenue from planning engagements.
• Compliance audit readiness and documentation quality.

Compensation and benefits

• Competitive base salary plus performance-based incentive (planning fees, revenue share, and/or AUM growth).
• Comprehensive health benefits, 401(k) with match, paid time off, parental leave.
• Home-office stipend, technology allowance, and CE/CFP renewal reimbursement.
• Professional development support (conferences, advanced designations).

Work schedule and remote setup

• Core collaboration hours: 9am–5pm in your local U.S. time zone, with flexibility for client needs.
• Secure remote environment required: dedicated workspace, firm-issued or compliant device, VPN, MFA, and adherence to data security policies (SOC 2/SEC best practices).

Equal opportunity

We are an equal opportunity employer and value diversity. We welcome applicants of all backgrounds and identities.

Work authorization

Applicants must be authorized to work in the United States.

How to apply

Send your resume, a brief cover letter, and two examples of anonymized planning work (e.g., plan deliverable or IPS excerpts) to [email/contact]. Please include “CFP – Remote” in the subject line and your earliest start date. References will be requested for finalists.

Optional preferences to highlight (if applicable to your firm)

• Experience with HNW/affluent clients, business owners, or tech employees with equity comp.
• Familiarity with tax planning strategies (Roth conversions, QSBS, NUA, tax-loss harvesting).
• Multi-state IAR registration and experience working across time zones.