Financial Planner — Independent RIA (Confidential Search)

Our client is a well-established independent RIA serving individuals and families with retirement-focused financial planning and disciplined investment management. This is a confidential retained search conducted by Squarely, an executive search firm specializing in wealth management.

The Role

This is a client-facing planning seat, not a back-office support role. You'll own real relationships and grow into a lead advisor track.

• Build comprehensive financial plans and retirement income analyses
• Prepare and lead client review meetings for 100-150 client households and $450M in Assets under management
• Own implementation of planning recommendations
• Serve as primary contact for planning questions
• Surface proactive planning opportunities
• Partner with senior advisors on complex cases

What You Bring

Required: 3–7 years in wealth management, bachelor's degree, strong communication and organizational skills.

Preferred: CFP® (or candidate), retirement income planning experience, eMoney/RightCapital or similar, background at an independent RIA or IBD/regional firm.

Compensation & Benefits

• $110,000–$175,000 base, based on experience
• Annual performance bonus + profit sharing
• Safe Harbor 401(k), disability insurance, PTO
• CFP® and continuing education support
• Direct mentorship from senior advisors
• No sales quotas — this is a service and planning role