Financial Planner (Remote)

Overview

This full-time Financial Planner / Advisor role is a W-2 position. The position offers an annual compensation range of $78,000 – $85,000, based on experience and performance bonus.

Schedule & Work Model: Remote, 9 AM – 6 PM ET (40 hrs/week). The role is open to U.S. residents, with preference for Eastern Time Zone applicants.

Start date: Immediate.

Travel: Ability to travel 3–5 times per year.

Responsibilities

Client Planning & Advisory

• Conduct comprehensive financial planning sessions to understand each client’s goals, risk tolerance, and unique circumstances.
• Develop customized financial plans covering investment management, retirement planning, insurance strategies, debt optimization, and tax-efficient savings.
• Review plans regularly and make adjustments based on life changes or market conditions.
• Educate clients through clear, values-based conversations that promote confidence and long-term commitment to their plans.

Investment & Portfolio Strategy

• Recommend investment strategies aligned with client objectives and firm guidelines.
• Support portfolio construction and monitor performance in collaboration with the asset management team.
• Maintain current knowledge of financial markets, economic trends, and new investment products.

Client Relationship Management

• Build and sustain long-term relationships based on trust, transparency, and results.
• Serve as a primary point of contact for ongoing client needs, coordinating with tax strategists and operations staff.
• Communicate proactively with clients to ensure they feel supported and informed.

Collaboration & Continuous Improvement

• Work closely with internal teams to deliver a cohesive, cross-disciplinary wealth management experience.
• Participate in team trainings and process improvement initiatives.
• Stay current on industry regulations, best practices, and technology tools to enhance efficiency and client outcomes.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or related field.
• Active Series 65 License (required).
• 3–5 years of experience in financial planning or investment advisory services.
• Strong understanding of investment products, retirement accounts, insurance, and tax-aware planning.
• Proficiency in financial planning software (e.g., RightCapital or similar), CRM systems, and Google Workspace.
• Exceptional interpersonal skills and ability to build trust with diverse clients.
• Strong analytical and problem-solving abilities with attention to detail.
• Commitment to ethical advisory practices and client-first fiduciary standards.

Preferred Qualifications

• A consultative, client-centered approach, with the ability to translate client goals into clear, actionable plans.
• Experience or strong understanding of wealth management strategies for individuals and entrepreneurs.
• Ability to simplify complex financial concepts so clients feel confident and empowered.

Compensation & Benefits

• $78,000 – $85,000 / yr, based on experience and performance bonus.
• Health and personal life insurance
• 401K
• Generous holiday allowance
• Unlimited PTO
• Financial planning services
• Flexible schedule

Location

• Remote
• Working hours: 9 AM – 6 PM ET (40 hrs/week)
• Open to U.S. residents (preference for ET applicants)
• Ability to travel 3–5 times per year