Senior Financial Planner

Job Description

This Is Not Your Average Financial Planner Role. This Is Your Career Game Changer.

If you want to take everything you could learn in an entire career and compress it into an experience that will fast-track your success, we want you. Our Founder is going to take 20 years of everything he has learned and teach it to you in five. That’s the kind of opportunity we’re offering. This is firsthand learning from the CEO not some no name at some no name desk. What you will get out of this is five years from now you’ll be semi bulletproof, and you can punch your own ticket wherever you want to go. Change the financial trajectory of your life.

This is an incredibly elite organization. We choose hard and elite things. This is going to be fun, hard, and difficult work. You get to build a network of centimillionaires and have an aggregate value of $5 Billion in your cellphone. We are changing industry and shifting the paradigm. This is a championship team, where you try out every year for your seat, and get paid for the performance.

We’re a very high growth, forward thinking Fractional Family Office Advisory Firm. Our clients aren’t just high net worth individuals – they’re visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need rockstar Financial Planners to lead the charge.

Ready to be part of something extraordinary? Here’s what’s waiting for you:

What Makes This Role Insanely Exciting:

• Revolutionize the Industry: This isn’t just about advising, this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. We don’t believe in cookie cutter solutions. You’ll be working on high level, transformative projects that will make an impact immediately.
• Work with the Best of the Best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. These clients are ambitious, dynamic, and demand the best from everyone around them. Your insights will directly fuel their growth, success, and legacy. No “boring” clients here.
• Fully Remote, Limitless Flexibility: Work from anywhere, at any time. This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. Be part of a team that values result over micromanagement.
• Leadership & Impact: You’ll have the chance to learn directly from a visionary entrepreneur CEO who’s already reshaping the wealth management space. You’ll grow, develop, and shape the next generation of financial planners, while having a hand in shaping the future of our firm. We’re looking for someone who’s ready to invest in others and build something lasting. This is your chance to truly make an impact.
• Sky’s the Limit Compensation: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is virtually unlimited. The more you put in, the more you’ll get out.

What You Need to Bring to the Table:

• Deep Expertise: You’ve spent 5+ years mastering investment management, wealth management, or financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You’ve worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world?
• Credentials That Matter: Whether you’re a CFP, CFA, CPA, EA, MBA, ChFC, you’ve got the credentials to back up your deep knowledge. But more importantly, it’s your experience and your results that set you apart. Are you a creative alpha generator finding disproportionate arbitrage opportunities?
• Leadership Skills: You’re not just an expert, you’re a leader. You’ve managed client relationships, and taken ownership of high-impact projects. . Do you self-select into hardship? Do you bring a different dimension of thinking?
• Project Management Genius: You’re a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute flawlessly.
• Tech-Savvy: You’re comfortable with the latest tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force multiplier and are quick to adopt new tools that improve client service and team collaboration.

What’s in It For You?

• Competitive Base Salary + Unmatched Bonuses: Your compensation is designed to reflect your value. Competitive salary + generous performance bonuses = unlimited earning potential. This is a place where what you bring to the table is directly rewarded.
• Endless Growth Opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement, the sky’s the limit. This is not just a job, this is a platform for you to reach your highest potential.
• Maximize Professional & Personal Life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work but when you work, we want you to be at your best.
• Competitive Benefits: Health benefits, 401(k) matching, and more, everything you need to take care of yourself and your loved ones.

Why This Firm?

This isn’t just another job. This is an opportunity to build something that matters. We’re on a mission to change the way financial planning is done, and we want YOU to help lead that charge. Our clients are on the cutting edge of innovation, and we’re looking for someone who’s willing to work hard, because the rewards are huge.

This firm isn’t for everyone. If you’re looking for a traditional corporate gig with predictable hours and low stakes, this isn’t the place for you. But if you’re ready to put in the work, learn from the best, and help build something world changing, we’d love to talk to you.

Are your values aligned enough to put in the work? Have you chosen intensity in your life? Are you the kind of person that would run into a burning building to save someone?

Apply now and take your career to a level you’ve only dreamed of.