Wealth Planner

Job Description

Job Description

This is a role for someone who wants to go deep on the craft of financial planning — the modeling, the strategy, the moment a complex situation finally becomes a clear recommendation.

Journey Wealth is a fast-growing RIA, and we're building a centralized planning team to power it. You won't be tied to one advisor's book. You'll be part of a dedicated planning engine that serves the whole firm, which means more variety, faster skill-building, and teammates who care about getting it right — not a solo seat where you reinvent the wheel on every plan.

The Role
You'll build and deliver comprehensive financial plans across the firm's client base, working from a shared, repeatable process that keeps quality high as we grow. Because you'll see the full range of what our clients face, you'll build range fast — and as an early member of the team, you'll help shape the templates, workflow, and standards the function runs on.

What You'll Do

• Build comprehensive financial plans across cash flow, tax strategy, retirement and income, estate, insurance, and risk.
• Partner with advisors firm-wide to prep for client meetings — running scenarios, modeling strategies, and packaging insights they can present with confidence.
• Turn complex, multi-faceted situations into clear recommendations.
• Help build the team's playbook as we scale.

What You Bring

• A strong foundation in financial planning across the core domains above.
• Experience with planning software (eMoney or similar) and Salesforce.
• The analytical judgment to turn data into a recommendation — and the organization to run multiple plans in parallel without being chased.
• Clear communication and a collaborative instinct.

Company Description

We help clients align their financial resources with their life's purpose — building lives, and legacies, rich in meaning. As we grow, we're assembling a team that challenges the status quo and aligns wealth with what matters most.

Journey Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. A clean U4 record is required.

Company Description

We help clients align their financial resources with their life's purpose — building lives, and legacies, rich in meaning. As we grow, we're assembling a team that challenges the status quo and aligns wealth with what matters most.\r\n\r\nJourney Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. A clean U4 record is required.