Financial Planner
Remote · United States
Job Summary
Own complex client relationships from strategy through execution in a fully remote role. Lead the development and ongoing management of integrated financial plans across tax, legal, investments, insurance, cash flow, private investments and real estate. Collaborate with attorneys and CPAs, and external partners as needed. Demonstrate strong client-facing communication via conference calls or meetings, maintain confidentiality, and manage client workflows in CRM while helping build internal firm infrastructure and processes. Requires Bachelor’s degree and advanced certifications are highly desired; experience with ultra-high net-worth entrepreneurs is preferred. Ability to manage multiple high-detail projects with a client-centric focus in a remote setting.
Required Qualifications
- Bachelor’s degree required
- Advanced degree or additional certifications highly desired (CFP, CFA, MBA, ChFC, CPA, JD)
- Experience working with ultra-high income or net-worth entrepreneurs and business owners highly preferred
- Ability to manage complex client projects, with a thoughtful and diligent process
- Excellent knowledge of regulations, financial planning and investment management
- Advanced level proficiency in Microsoft Office
- Familiarity with eMoney, Advisor Engine aka: Junxure, Orion, Holistiplan or similar softwares preferred
- Experience working with Schwab as custodian preferred
- Strong verbal and written communication skills
- Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
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