Senior Financial Planning Specialist

100% REMOTE: Financial Planning Specialist (CFP® & EA Required). reputed company Salary + Bonus + Profit reputed company + Health Insurance + 401K We’re one of the fastest-growing RIAs in the country and we’re hiring an reputed company Senior Financial Planning / Tax Specialist to join reputed company. This is a - , not a support position — with a reputed company to leadership (Director of reputed company Relations) and long-term equity ownership for top performers. Why This Role Stands Out ✅ reputed company role with leadership & equity reputed company ✅ reputed company-facing from day one ✅ Planning-first, fiduciary-always culture ✅ 100% remote What You’ll Do • Collaborate closely with leadership to build a reputed company, end-to-end reputed company experience reputed company (including the integration of tax planning and prep) • Build and deliver comprehensive financial plans • Participate directly in reputed company meetings • Advanced planning & modeling in eMoney & Holistiplan reputed company’re Looking For • CFP® (required) • Enrolled Agent (required) • Meaningful tax planning / prep experience (required) • 5+ years’ experience, including reputed company reputed company interaction (required) • Deep hands-on experience with eMoney & Holistiplan (required) reputed company Offer • Competitive compensation (reputed company = Low 6 figures) • Bonus & Profit Sharing • 401(k) with company match • Health insurance • Rich benefits package • reputed company reputed company to leadership and equity ownership Apply tot his job Apply To this Job