Virtual Financial Planner

Overview

This full-time, fully remote W-2 role is for a Financial Planner to work alongside a lead planner, with support from an Associate Financial Planner and Paraplanner, serving clients in a modern, life-centered approach.

The clients are typically mid-to-late career professionals with household income above $500,000 and net worth above $3.5 million, and many have equity compensation from public or private companies.

The lead planner runs client meetings. In this role, you own the preparation process, participate as a full voice in meetings, and manage the follow-up work afterward. Deeper technical work is shared with the Associate Financial Planner, allowing you to focus on judgment, client conversations, and relationship development.

The role uses an internal AI assistant to support standard operating procedures (SOPs), planning workflows, and CRM-related activities.

Responsibilities

• Learn and apply the organization’s financial planning process (“the EYW way”).
• Lead client onboarding steps, including:
  • Attending client discovery meetings alongside a behavioral specialist (with the lead planner guiding clients through the process).
  • Leading the “get-organized” meeting for new clients.
  • Leading the build of a new client’s initial recommendations and road map (with lead planner review).
  • Attending the client initial recommendations meeting.
• Own the pre-meeting process:
  • Build the meeting agenda and direct the team on deliverables (e.g., tax projections, investment analysis, eMoney scenarios).
  • Collaborate with the lead planner to refine agenda topics from ~80%–90% to ~100% client-ready.
• Participate in client meetings as a full conversation partner while the lead planner leads the meeting.
• Own meeting follow-up end-to-end:
  • Use the internal AI assistant to document decisions, next steps, responsible parties, and timelines.
  • Schedule quick working sessions with clients directly when something needs to move before the next meeting.
• Provide ongoing client care:
  • Triage incoming client questions and decide what to answer, what to delegate to the Associate Financial Planner or Paraplanner, and what to bring to the lead planner.
  • Own day-to-day client email and handle the majority of ad-hoc planning questions independently.
  • Handle most communication with clients’ other professionals (CPAs, estate attorneys, life insurance, and P&C insurance).
  • Direct and drive completion of client action items by setting priorities, coordinating work with the team, and maintaining accountability for outcomes.
  • Run the monthly process to review outstanding work and touchpoints across all client relationships.
  • Conduct periodic “get shit done” meetings to complete action items and answer basic to intermediate planning and investment questions.
• Master Slant and manage entries, tasks, and workflows.
• Financial planning & investment planning:
  • Lead conversations across cash flow, equity compensation, tax, estate, insurance, and employee benefits, with enough depth to move items forward and/or ask the right questions.
  • Review and interpret data from equity compensation agreements, estate plans, life insurance policies, employee benefit guides, P&C insurance, and draft tax returns; understand what questions these documents raise.
  • Delegate deeper technical work (eMoney scenarios, tax projections in Holistiplan, annual tax letters) to the Associate Financial Planner.
  • Coordinate strategic investment work owned through the outsourced investment team.
• Learning and growth:
  • Participate in financial therapy and communication training sessions and office hours.
  • Participate in dedicated technical training with opportunities to take on more advanced planning work as skills progress.
  • Help shape firm operations, including internal AI systems and workflows.

Requirements

• CFP® professional status, or a similar designation (CFA, CPA, EA).
• 5+ years in an Associate or Financial Planner role, with a good portion of experience spent in front of clients.
• Strong independent judgment: able to handle most matters independently and recognize when to delegate.
• Comfortable working in “grey areas,” making judgment calls and moving matters forward.
• People-focused: energized by client conversations and values depth in client relationships.
• Ability to work remotely with flexible hours within reason, maintaining reliable collaboration, meeting attendance, and client service.
• Ability to manage tasks and deadlines, keep work on track, and collaborate effectively.
• Familiarity with equity compensation, tax planning, and planning for high-income families.
• Technical depth matters, paired with judgment that differentiates strong candidates.

Preferred Qualifications & Attributes

• CFP® designation and/or similar designation (CFA, CPA, EA).
• Experience supporting mid-to-late career professionals with equity compensation and/or small business ownership, with solid foundational personal tax knowledge.
• Strong drive to move work forward and address stuck items.
• Direct communication style; provides and receives real feedback effectively and works through conflict productively.
• Strong emotional literacy and the ability to name/process emotions, use vulnerability appropriately, and work through feedback and conflict constructively.
• Excellent written and verbal communication skills, including clear, warm, unambiguous email communication.
• Strong relationship skills and active listening; preference for quality of relationships over quantity.

Compensation & Benefits

• $120,000 base salary
• 36 hour work week on average (hours may vary; 36 is expected)
• PTO: 4 weeks PTO in addition to all federal holidays, with additional time off around Memorial Day, July 4th, Thanksgiving, and Christmas
• Half-day summer Fridays from June through mid-September
• Last week of the year off
• $3,000 annual vacation stipend
• $3,000 professional development stipend
• $1,000 annual mental health stipend
• 401(k) with a 4% safe harbor employer match
• Long-term disability insurance paid for through FPA
• FPA and CFP® annual dues covered
• Health insurance: not currently offered; assistance to help cover the cost of health insurance through your state if you don’t have coverage through a partner

Location

• Full-time and fully remote W-2 position
• Travel possible once a year for in-person team retreats/conferences

Application Instructions

• Application deadline: Friday, September 25th at 5 pm ET
• Applications may be reviewed as they are received and the deadline may be shortened depending on volume.
• Submit your resume.
• Include a link to a quick 3–5 minute video answering:
  • What’s your experience like in financial planning up to this point?
  • Why financial planning?
  • Why are you interested in working with Experience Your Wealth?
  • What does success look like to you in 3 years if you were to join our team?
• Applications submitted without a video will not be considered.