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