Virtual Financial Planner

Overview

This role is for an Experienced Financial Planner, CFP® (Remote) with fiduciary responsibility as the primary relationship owner for a book of client households.

The employer is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan.

Responsibilities

• Serve as the primary relationship owner for client households
• Set the planning strategy and make recommendations for each household
• Lead planning and review meetings and ensure they end with clear recommendations and next steps
• Build, update, and present comprehensive financial plans in eMoney
• Own investment strategy and allocations for your households
• Help prospects and clients bring additional assets to the firm
• Delegate, review, and sign off on the planning and service work prepared by the team
• Document recommendations and next steps in Salesforce
• Act as a fiduciary in every recommendation

Requirements

• CFP® certification required
• Active Series 65 license required
• Five or more years delivering comprehensive financial plans to affluent, pre retiree or retiree households
• Track record of growing client assets through planning
• Excellent written and verbal communication with clients and teammates
• Comfort working in a fully virtual firm
• Available to work 9:00 a.m. to 6:00 p.m. Pacific time during training (required)
• Authorized to work in the United States

Preferred Qualifications

• Life and annuity insurance license
• Experience with Schwab (custodian experience)
• Experience with eMoney and Salesforce

Compensation & Benefits

• $100,000 to $130,000 depending on experience, plus bonus and long-term incentive plans tied to individual and firm performance
• 15 days of paid time off
• Paid holidays
• Medical, dental, and vision: the employer pays 75% of employee coverage
• Company paid life insurance
• 401(k)

Location

Remote, United States

Training Hours

Available to work 9:00 a.m. to 6:00 p.m. Pacific time during training (required)