Project Manager - Financial Planning

Job Description

Elite Level Financial Planning

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This Is Not Your Average Financial Planner Role. We are building a different model for financial planning.

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We are a high growth, forward thinking Fractional Family Office Advisory Firm serving UHNW Entrepreneurs, business owners, and executives.

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Our clients have complex financial lives spanning tax, investments, estate planning, legal strategy, risk management, cash flow, and business interests.

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We are looking for a high performance operator who can turn all of that complexity into an executable plan.

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This is financial planning through a project management and execution lens.

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You will own complex client engagements from strategy through implementation. You will build the roadmap, coordinate internal and external experts, manage timelines and deliverables, track action items, identify bottlenecks, and make sure nothing falls through the cracks.

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You are not simply making recommendations. You are making sure the recommendations actually happen.

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What You Will Do

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• Lead complex financial planning engagements from kickoff through implementation
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• Build project plans, timelines, milestones, and deliverables
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• Coordinate planners, investment professionals, tax advisors, attorneys, insurance professionals, and other stakeholders
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• Drive client action items and accountability
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• Identify risks, bottlenecks, and missed deadlines before they become problems
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• Translate complex strategies into clear execution plans
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• Manage multiple high priority client engagements simultaneously
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• Continuously improve how our firm delivers financial planning
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Who You Are

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• Elite Operator: 2-4 years in financial planning, wealth management, investment advisory, consulting, project management, public accounting, family office, or a similar environment.
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• Project Manager at Heart: You naturally create structure, manage deadlines, coordinate people, track details, and close loops.
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• Technically Strong: Deep understanding of financial planning with exposure to tax, investments, insurance, estate planning, risk management, and cash flow. CFP, CPA, CFA, EA, MBA, or ChFC strongly preferred.
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• High Ownership: You do not wait to be told what to do. You anticipate, communicate, execute, and take responsibility.
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• Relentlessly Driven: You choose intensity. You seek challenge. You want to operate at a level most professionals never reach.
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What We Offer

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• Competitive salary + uncapped performance bonuses
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• Unlimited PTO
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• 100% remote
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• Health benefits + 401k matching
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• Accelerated career trajectory
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• Real leadership opportunity
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• Direct exposure to ultra high net worth entrepreneurs
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This Is Your Arena

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If you want predictability, low pressure, or average expectations, this is the wrong place.

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If you want to work with extraordinary clients, solve complex problems, own projects from strategy through execution, and build a career defined by performance, growth, and impact , we want to meet you

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