Senior Wealth Manager

Overview

This is a full-time, fully remote Lead Financial Planner role with a flat-fee RIA managing $1.8B+ AUM. The position is focused on serving high-net-worth pre-retirees with rigorous, ongoing planning and investment strategy support—no sales.

Responsibilities

• Manage 70+ high net worth relationships, including leading and deepening client work with full accountability.
• Drive clear planning and investment strategies by leading the creation of detailed, rigorous financial and investment plans using decision-support tools (MoneyGuide Pro, Kwanti, Excel, and proprietary firm frameworks/templates).
• Maintain and course-correct financial and investment plans over time with and for clients.
• Coordinate and leverage support from colleagues (CSAs, Trader, Jr Planners, Founder) to deliver outstanding service.
• Support firm growth by interviewing, training, and mentoring; contributing to team meetings; and leading select non-client functions.

Requirements — “Must Have”

Experience and Credentials

• CFP designation
• 5+ years of personal financial planning
• 3+ years running high net worth relationships
• 10+ years total work experience

Planning and Analytical Skills

• Created (from scratch) 100+ complete financial plans in leading software (MoneyGuide Pro, eMoney, or RightCapital), with at least 50 for high net worth
• Expert in at least one of the three leading financial planning software platforms, with the ability to:
  • Test multiple scenarios
  • Create custom reports
  • Conduct insurance needs analysis
  • Evaluate tax planning strategies
• Strong Excel skills (e.g., pivot tables and lookup tables) to drive insights beyond planning software

Communication and Service

• Clear verbal and written communication
• Strong organization and respect for client service standards and deadlines
• Ability to handle detailed work while connecting it to the broader client picture
• Comfortable saying “I don’t know” and “I need help”
• Demonstrated core values: curiosity, tenacity, service, rigor, clarity

Preferred Qualifications — “Nice to Have”

• Expertise in MoneyGuidePro
• Ability to bring new capabilities to expand team offerings (e.g., CPA, CFA, Trading, Behavior)
• Experience in an RIA (preferably fee-only and growth oriented)
• Familiarity with Schwab
• Track record of effective remote work
• Track record of thriving in a small company/start-up culture

Compensation & Benefits

• Full-time W2
• Base salary $140K+; target bonus 25% (with a clear path to $200K+)
• 401-K match (4%)
• Health, dental, and vision
• Long-term disability, HSA, dependent care FSA
• Professional development stipend
• Unlimited PTO

Location

• 100% remote