Financial Advisor, CFP Professional

This is a fully remote position, open to applicants in California.

📋 Description

• Act as the primary trusted advisor for approximately 120 high-net-worth client households

• Provide clear and prioritized financial advice, leading all interactions with clients

• Ensure that each client feels informed, supported, and confident in their financial journey

• Analyze and enhance planning outputs produced by the firm's structured planning system

• Offer prioritized, actionable financial advice across multiple financial areas

• Convey complex strategies in a way that is clear and relevant to each client

• Work closely with the Financial Planning Associate and Investment Operations Associate

• Take responsibility for the overall client experience

• Engage in firm initiatives, process enhancements, and team development as needed

⛳️ Requirements

• Active Series 65/66 or an equivalent advisory license

• Over 3 years of experience in client-facing financial planning and advisory roles

• All licenses and certifications must be valid and in good standing

• Strong technical expertise in investments, tax-aware planning, retirement, risk management, and estate basics

• Proven ability to independently manage client relationships with confidence

• CFP® designation (or currently pursuing it) is preferred

• Experience in a team-based or pod advisory model is preferred

• Familiarity with structured financial planning systems and client engagement processes is preferred

• History of strong client retention and satisfaction is preferred

• Excellent verbal and written communication skills

• High emotional intelligence and a sincere concern for client wellbeing

• Strong organizational skills and the ability to manage a large, active client portfolio

• Proactive, ownership-oriented mindset with a focus on follow-through

• Collaborative team player who functions effectively within a structured pod model

• Discretion and professionalism when dealing with sensitive financial and personal client matters

• Comfortable working within a high-accountability, results-driven environment

🏝️ Benefits

• Work from home

• Medical, dental, vision, life, and voluntary life insurance

• 401(k) with company match

• Paid vacation and sick days

• Paid holidays

• Opportunity for bonuses of up to 20% of base salary annually, based on client outcomes and relationship metrics

• Unlimited earning potential through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, longevity of relationships, and overall firm growth