Job Description
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