Financial Planner

Summary

Join a wealth management firm specializing in estate planning and succession as a Financial Planner. This full-time, remote position offers a salary range of $90,000-$110,000. You will work closely with individuals and businesses, creating personalized financial plans. Responsibilities include developing custom financial plans, analyzing financial data, conducting financial modeling, supporting senior leadership, and ensuring regulatory compliance. The ideal candidate will have 2-4 years of experience in financial planning and hold or be working towards a CFP certification.

Requirements

• 2–4 years of experience in financial planning, analysis, or wealth management
• CFP (or working toward it)
• Strong understanding of personal finance, tax, and estate planning
• Excellent analytical, communication, and presentation skills
• Proficiency in Excel, financial modeling, and planning software

Responsibilities

• Develop and present custom financial plans (investments, estate, tax, and insurance)
• Analyze cash flow, assets, and business structures to optimize financial strategies
• Conduct financial modeling for wealth transfer and succession planning
• Support senior leadership with client reports and scenario analysis
• Ensure compliance with financial regulations and industry best practices

Preferred Qualifications

CFA or CPA