Senior Financial Planning Specialist
100% REMOTE: Financial Planning Specialist (CFP® & EA Required). Base Salary + Bonus + Profit Share + Health Insurance + 401K
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 team.
This is a - , not a support position — with a 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 (Base = Low 6 figures)
• Bonus & Profit Sharing
• 401(k) with company match
• Health insurance
• Rich benefits package
• Clear path to leadership and equity ownership
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 team.
This is a - , not a support position — with a 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 (Base = Low 6 figures)
• Bonus & Profit Sharing
• 401(k) with company match
• Health insurance
• Rich benefits package
• Clear path to leadership and equity ownership
Apply Now
Apply Now