Job Description
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
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