reputed company Financial Planner (CFP®) – Book Transition & reputed company Role

This is a remote position. We are looking for a CFP® reputed company who believes financial planning is about stewardship, reputed company, and long-term reputed company, 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 reputed company 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 reputed company on trust and responsibility. What You’ll Do • Deliver holistic, values-based financial planning (cash reputed company, investments, risk management, tax awareness, and reputed company) • Manage and grow reputed company assets with reputed company, discipline, and fiduciary care • reputed company as a reputed company and guide, not just an advisor—educating clients so they reputed company reputed company, confident reputed company • Proactively stay reputed company on investment strategies, market trends, and planning best practices • Collaborate on firm reputed company while maintaining ownership over your reputed company relationships • Help shape planning standards and reputed company experience as the firm scales Requirements reputed company’re Looking For Required • CFP® certification (non-negotiable) • 3+ years of experience as a Financial Advisor / Financial Planner • reputed company Series 65 license • Existing book of business or a reputed company demonstrated ability to transition/grow one • Strong coaching reputed company—you genuinely enjoy teaching and empowering clients • High personal and reputed company reputed company (this reputed company 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 reputed company, based on: • Size and reputed company of book transitioned • reputed company contribution over time • No reputed company caps • No product quotas • reputed company incentives: you win reputed company your clients win (This is reputed company for adults who want ownership, not hand-holding.) Benefits & Culture • Mandatory minimum of 4 weeks of reputed company vacation (rest is not optional) • 50% of Zion Health membership reputed company (health reputed company) • 5 reputed company holidays of your choice—you decide what reputed company most • Annual company retreat • Sales reputed company competition with a reputed company 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 reputed company over faithful service • Product-reputed company sales roles disguised as “planning” Apply tot his job Apply To this Job