Transitional Wealth Planner — CFP

Transitional Wealth Planner — CFP® The AmeriFlex Group® • Haddon Heights, NJ Job Type: Full-time — In-Office Reports To: Hannah Buschbom, CFP®, CPWA®, CDFA™, CFF® — Chief Transitional Wealth Planner Compensation: $120,000–$175,000 base salary + potential incentive compensation Not Your Typical Planning Role The AmeriFlex Group is seeking a Transitional Wealth Planner for an established, in-office role in Dallas. This position is focused on collaboration within an existing advisor practice that is expanding its financial planning capabilities — providing an opportunity to deliver the kind of comprehensive, integrated planning that high-net‑worth clients are increasingly seeking. Someone successful at this role can execute to retain and deepen every client relationship with the quality of planning they receive. Additional details about the full scope of this opportunity — including a potential succession component — are shared as conversations progress. This Haddon Heights, NJ opportunity is embedded within a thriving practice whose advisor is increasingly focused on business development and new client relationships — creating the need for a dedicated planning professional to serve the existing client base with the depth and attention it deserves. About Our Process The AmeriFlex Group has developed a proprietary succession and transition marketing system — Retire SuccessionFully™ — built from direct experience managing advisor transitions across multiple markets. The process is structured, relationship‑first, and guided by a defined communication and client retention strategy. The process includes: We identify and qualify the practice connection. Advisor relationship management is handled at the firm level, allowing the incoming planner to remain focused on clients and planning delivery. The incoming planner is placed in the same office, co‑serving clients alongside the existing advisor. Both parties are prepared during the process by the AmeriFlex team. Practices are typically $70–100M in AUM — established households with meaningful complexity. These are ready for a more integrated planning relationship across tax strategy, estate planning, retirement income, and transition planning. As part of the position, the incoming planner also has access to shared planning work across TAG’s existing client books — providing meaningful professional engagement, time to learn the firm’s systems, and a measured path into the role. Scope of the Role The Transitional Wealth Planner serves as the primary planning professional within the office, delivering comprehensive financial planning to an established HNW client base and expanding the depth of the client experience over time. Comprehensive financial planning across retirement income, tax strategy, estate planning, and life transition planning Introduction and implementation of planning‑driven investment strategies through eMoney®, deepening the integration of planning and portfolio management Active co‑service with the existing advisor, with intentional relationship‑building as the foundation of long‑term client retention Lead planning voice for the office planning and operations teams, supported by the AmeriFlex Premier+™ national planning bench Collaboration with the broader team on complex planning cases, strategy development, and planning innovation Compensation Base salary ranges from $120,000–$175,000 depending on experience and credentials. The compensation structure is designed to reward planning excellence and client stewardship, not transactional activity. Additional compensation opportunities include: Opportunity to earn revenue share on planning‑driven work, including client introduces new assets to the firm outside the assigned existing practice, 1031 exchanges, fixed insurance placements, and similar strategies. Full reimbursement for CPWA® coursework and examination costs. The AmeriFlex Group supports every Lead Planner in achieving both the CFP® and CPWA® designations as part of a deliberate investment in professional development. Full benefits package: 401(k), health, dental, vision, and paid time off. Qualifications CFP® certification (required) FINRA Series 7 and 66 (or 63+65) licenses (required) Proficiency in eMoney® (required — this is the firm’s primary planning platform) Minimum three years of financial planning experience, with demonstrated work in comprehensive, integrated planning for high‑net‑worth clients Experience across retirement income planning, tax strategy, estate planning, and investment management Strong client communication skills and demonstrated ability to build trust within established relationships CPWA® preferred; support for completion is provided if not yet held Bachelor’s degree required; finance, financial planning, or accounting preferred Must be located within commutable distance of Haddon Heights, NJ and available for in‑office work Work Environment: Physical Demands This position is based full‑time in our Haddon Heights, NJ office during standard business hours, Monday through Friday. The office environment is professional with moderate noise levels. The role is primarily sedentary, involving sustained work at a computer workstation, with occasional movement within the office. The ability to read written materials, use a computer, and communicate clearly and professionally is essential to the role. Additional Information This job description is subject to change, and additional duties may be assigned as needed. The AmeriFlex Group reserves the right to revise this job description at any time. Employment is at‑will, and either party may terminate the employment relationship at any time, with or without cause or notice. The AmeriFlex Group is an equal‑opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law. #J-18808-Ljbffr Retirement Resource Center, LLC.