Financial Planner

Unlock Employer

Posted Oct 14, 2026

Remote · US Full Time

$87.4K – $123.4K/yr

Apply Direct

Overview

This role provides comprehensive financial wellness and retirement planning for a Large to Mega client base within a dedicated services model. The position supports participants through all phases of their financial lives by delivering tailored advice and solutions aligned with long-term goals.

Responsibilities

Develop and deliver comprehensive financial plans for retirement plan participants within a dedicated services model, supporting large and mega-sized institutional clients
Conduct personalized, needs-based financial planning consultations to assess participants’ financial goals, investment objectives, retirement readiness, and long-term planning needs
Provide education and guidance on retirement planning topics, including investment allocation, savings strategies, rollovers, health savings accounts (HSAs), distribution options, managed accounts, and financial wellness
Serve as an Investment Adviser Representative of Advised Assets Group by reviewing participant investment portfolios and providing recommendations through managed account services
Educate participants on My Total Retirement and other managed account solutions, facilitating enrollment when appropriate
Apply the CONSULT model to identify participant needs, recommend suitable financial solutions, and deliver personalized financial planning experiences
Develop and maintain long-term participant relationships through ongoing financial guidance and service before and after retirement
Coordinate proactive follow-up with participants and current or former financial service providers to support implementation of financial decisions
Maintain accurate and timely records of participant consultations, recommendations, and follow-up activities using Salesforce and internal systems
Collaborate with dedicated services team members; participate in training and staff meetings; share financial planning knowledge and best practices
Support applicable service and business objectives through needs-based consultations and appropriate financial product and service recommendations

Ready to apply for roles like this?

Unlock the company name and direct application link. Subscribers get instant access to all remote accounting jobs.

Unlock Employer & Apply Directly

Requirements

Bachelor’s degree or an equivalent combination of education and relevant professional experience
Certified Financial Planner (CFP) certification
Active FINRA Series 7, 63, and 65 registrations
FINRA Fingerprinting required
Minimum of three years of experience in financial services or the 401(k)/defined contribution retirement plan industry
Minimum of two years of direct financial planning experience
Demonstrated ability to evaluate comprehensive financial planning needs, including investments, retirement planning, insurance, tax planning considerations, education savings, and estate planning
Ability to develop and present personalized financial planning recommendations based on participant needs, financial objectives, and investment portfolios
Knowledge of retirement savings products, managed accounts, asset allocation, and retirement income planning

Preferred Qualifications

Master of Business Administration (MBA)
Experience conducting personalized financial planning consultations and establishing trusted, long-term client relationships
Strong written and verbal communication, presentation, active listening, and organizational skills
Ability to manage multiple participant priorities and time-sensitive activities while maintaining accuracy and attention to detail
Experience meeting financial services business objectives through needs-based recommendations and multiple financial product solutions
Proficiency with Salesforce or comparable customer relationship management (CRM) systems and financial planning software
Experience working in digital, paperless, cloud-based, or remote financial services environments
Commitment to participant financial education, retirement readiness, and personalized financial wellness solutions

Compensation & Benefits

Base Salary Range: $87,400.00 - $123,400.00
Retirement savings: 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
Medical, dental, vision and life insurance
Tuition reimbursement up to $5,250/year
Paid time off upon hire, including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time: 16 hours per calendar year
Leave of absence programs, including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
Business-casual environment, including option to wear jeans
Business Resource Groups (BRGs) open to all employees
Tuition reimbursement, paid leave, and other programs may vary based on eligibility and location

Non-sales positions may participate in a bonus program. Sales positions are eligible for sales incentives and, in some instances, a bonus plan. Actual compensation offered may vary based on geographic location, work experience, education, licensure requirements, and/or skill level, and will be finalized at time of offer.

Location

Remote (remote/hybrid positions require reliable high-speed internet with a wired connection and a suitable place in the home to work with limited disruption. Reliable connectivity must be provided by an internet service provider that is fiber, cable or DSL. Other necessary computer equipment will be provided. The role may require working in the office if a suitable home work environment and required internet connection are not available.)

Work Authorization

Applicants must be authorized to work for any employer in the U.S. The employer is unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.

Equal Opportunity / Workplace

Equal opportunity employer; drug-free workplace. All qualified applicants receive consideration without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law.