100% REMOTE: Senior Financial Planning Specialist (CFP® & EA Required)
100% REMOTE: Senior Financial Planning Specialist (CFP® & EA Required)
We’re one of the fastest-growing RIAs in the country and we’re hiring an experienced Senior Financial Planning / Tax Specialist to join our fully remote team.
This is a career-track role, not a support position — with a clear pathway to leadership (Director of Client Relations) and long-term equity ownership for top performers.
>> Why This Role Stands Out
• Growth role with leadership & equity pathway
• Client-facing from day one
• Planning-first, fiduciary-always culture
• 100% remote
>> What You’ll Do
• Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep)
• Build and deliver comprehensive financial plans
• Participate directly in client meetings
• Advanced planning & modeling in eMoney & Holistiplan
>> What We’re Looking For
• CFP® (required)
• Enrolled Agent (required)
• Meaningful tax planning / prep experience (required)
• 5+ years’ experience, including direct client interaction (required)
• Deep hands-on experience with eMoney & Holistiplan (required)
>> What We Offer
• Competitive compensation
• 401(k) with company match
• Health insurance
• Rich benefits package
• Clear path to leadership and equity ownership
>> Interested? Send a resume and brief note highlighting your specific experience with the following:
1. Financial planning
2. Tax planning / prep
3. Client-facing work
Pay: $125,000.00 - $165,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance
Work Location: Remote
Apply Now
Apply Now
We’re one of the fastest-growing RIAs in the country and we’re hiring an experienced Senior Financial Planning / Tax Specialist to join our fully remote team.
This is a career-track role, not a support position — with a clear pathway to leadership (Director of Client Relations) and long-term equity ownership for top performers.
>> Why This Role Stands Out
• Growth role with leadership & equity pathway
• Client-facing from day one
• Planning-first, fiduciary-always culture
• 100% remote
>> What You’ll Do
• Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep)
• Build and deliver comprehensive financial plans
• Participate directly in client meetings
• Advanced planning & modeling in eMoney & Holistiplan
>> What We’re Looking For
• CFP® (required)
• Enrolled Agent (required)
• Meaningful tax planning / prep experience (required)
• 5+ years’ experience, including direct client interaction (required)
• Deep hands-on experience with eMoney & Holistiplan (required)
>> What We Offer
• Competitive compensation
• 401(k) with company match
• Health insurance
• Rich benefits package
• Clear path to leadership and equity ownership
>> Interested? Send a resume and brief note highlighting your specific experience with the following:
1. Financial planning
2. Tax planning / prep
3. Client-facing work
Pay: $125,000.00 - $165,000.00 per year
Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance
Work Location: Remote
Apply Now
Apply Now