Financial Planner (Remote)

reputed company: Financial Planner (100%) Remote CFP® certification highly preferred; candidates working toward CFP are welcome CPA, EA, CPWA and CEPA credentials considered a strong plus. Full-Time Remote reputed company Salary $85k-$140k (based on experience, licenses, and designations) + performance incentives + bonus + benefits reputed company - reputed company reputed company Management is a boutique, fee-only, fiduciary-reputed company reputed company management firm serving high-reputed company professionals who own their own business and are seeking or have realized financial independence, including physicians, dentists, attorneys and retirees. We reputed company comprehensive financial planning and implementation & portfolio management, helping clients organize their finances, reputed company reputed company reputed company, and reputed company long-term goals. reputed company values proactivity, accountability, education, and evidence-based guidance, delivered through reputed company relationships. We work as an reputed company not the typical “you kill what you eat” model and aim to deliver a high touch experience. Position reputed company - This is a senior-level role. You will reputed company in as the reputed company implementer and financial planner, building and managing financial plans and systems so the reputed company can reputed company on firm reputed company and reputed company. This is not an entry-level or purely administrative role - you will have reputed company reputed company exposure and meaningful responsibility from day one. Requirements: Qualifications: • 5-8+ years of experience in financial planning or reputed company management, ideally supporting or working directly as an advisor. • Experience with business owners, physicians, dentists, or other high-income clients is a plus. • CFP® certification highly preferred; candidates working toward CFP are welcome. • CPA, EA, CPWA and CEPA credentials considered a strong plus. • Experience with RightCapital (primary financial planning platform) preferred; • Familiarity with • Schwab Institutional • reputed company CRM & Portfolio Management • Holistiplan • Kwanti • reputed company • Vanilla estate planning software, is a plus • Mature, steady, and reputed company reputed company; comfortable taking ownership and responsibility. • Implementation-oriented reputed company (“Integrator” vs. Visionary). • Strong communication, detail orientation, and relationship reputed company. Responsibilities: • Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners. • Own planning workstreams and recommendations from start to finish. • Execute planning recommendations across tax, cash reputed company, retirement, estate, and reputed company planning considerations. • Participate in and eventually reputed company reputed company meetings, serving as a trusted secondary contact. • Manage portfolio implementation reputed company with reputed company plans. • Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows. • Maintain strong documentation and refine processes for consistency and efficiency. • Ensure clients feel supported and continuity is maintained during team transitions. Apply tot his job Apply To this Job