Financial Planner - Remote

Overview

This is a senior-level role for a Financial Planner in a fully remote position, responsible for building and managing financial plans for high-income professionals and business owners.

In Short

• 100% Remote position.
• Full-time role with a focus on financial planning.
• CFP certification highly preferred.
• Experience with high-income clients is a plus.
• Base salary ranges from $85k to $140k based on experience.
• Additional performance incentives and bonuses.
• Responsibilities include building and implementing comprehensive financial plans.
• Strong communication and relationship management skills required.
• Experience with financial planning software preferred.
• Ownership of financial planning and CRM systems.

Requirements

• 5-8+ years of experience in financial planning or wealth management.
• CFP certification highly preferred; candidates working toward it are welcome.
• Experience with business owners and high-income clients is advantageous.
• Familiarity with financial planning platforms like RightCapital is preferred.
• Strong detail orientation and professional presence.
• Implementation-oriented mindset is essential.
• Excellent communication skills and relationship-focused approach.

Benefits

• Competitive salary with performance incentives.
• Remote work flexibility.
• Collaborative team environment.
• Support for professional development and education.
• Comprehensive benefits package.