Lead Financial Planner (CFP®) – Book Transition & Growth Role

This is a remote position. We are looking for a CFP® professional who believes financial planning is about stewardship, clarity, and long-term impact, not product pushing or asset gathering for its own sake. This role is ideal for an advisor who: • Already has a book of business and wants a better home • Is tired of sales quotas, misaligned incentives, or compliance theater • Wants to serve clients deeply, grow intentionally, and be rewarded fairly You will operate with significant autonomy while being supported by systems, planning tools, and a firm culture built on trust and responsibility. What You’ll Do • Deliver holistic, values-based financial planning (cash flow, investments, risk management, tax awareness, and legacy planning) • Manage and grow client assets with integrity, discipline, and fiduciary care • Act as a coach and guide, not just an advisor—educating clients so they make wise, confident decisions • Proactively stay current on investment strategies, market trends, and planning best practices • Collaborate on firm growth while maintaining ownership over your client relationships • Help shape planning standards and client experience as the firm scales Requirements What We’re Looking For Required • CFP® certification (non-negotiable) • 3+ years of experience as a Financial Advisor / Financial Planner • Active Series 65 license • Existing book of business or a clearly demonstrated ability to transition/grow one • Strong coaching mindset—you genuinely enjoy teaching and empowering clients • High personal and professional integrity (this matters more than production numbers) Preferred (not required) • Experience working with families, business owners, or faith-driven households • Comfort with modern planning tech and remote-first collaboration • Desire for long-term partnership rather than job-hopping Benefits Compensation & Structure • 40%–80% of revenue, based on: • Size and quality of book transitioned • Growth contribution over time • No artificial caps • No product quotas • Aligned incentives: you win when your clients win (This is built for adults who want ownership, not hand-holding.) Benefits & Culture • Mandatory minimum of 4 weeks of paid vacation (rest is not optional) • 50% of Zion Health membership paid (health matters) • 5 paid holidays of your choice—you decide what matters most • Annual company retreat • Sales excellence competition with a paid company vacation • A firm that values: • Long-term thinking over short-term wins • Debt elimination over debt normalization • Stewardship over speculation Who This Is Not For • Advisors who need scripts, pressure, or micromanagement • Anyone chasing fast money over faithful service • Product-centric sales roles disguised as “planning” Apply tot his job Apply To this Job