Our client is a VIRTUAL Fee-Only financial planning firm seeking an experienced Certified Financial Planner to join their team. 

Planning Related Responsibilities:

• Complete data collection and request additional documents if needed in advance of scheduled meetings.
• Enter financial details into planning software (Right Capital)
• Fact check and present financial plans to clients over Zoom.
• Prepare recommendations and present them to the client.
• Prepare a full financial plan and recs to send to clients after the annual planning meeting update.
• Document follow-up items clearly in (Wealthbox CRM).
• Update Recommendations and Action Items following meetings
• Complete specific planning spreadsheets as assigned, real estate analysis, and home affordability analysis, health insurance analysis.
• Prep lead advisor for in-person meetings and field follow-up.

Daily/Ongoing:

• Field client questions and proactive outreach for follow-up until outstanding items resolved.
• Maintain client details in Wealthbox CRM and other software systems
• Help with onboarding of new clients/households to include systems updates and paperwork
• Work with Tax Team and Operations Estate Planning and Tax Files to Ensure they are current.
• Coordinate calls with client and insurance company to request inforce illustrations.

Trading Responsibilities:

• Master the trading process for completing client trading to the backup primary trader through Black Diamond and Irebal
• Identify Trades, Build Trade Blotter, Review Trades for Accuracy, Execute Trades, Document Trades
• Assist with asset allocation reviews
• Maintain client portfolios in Stratifi
• Maintain Margin Management spreadsheet

Estate Planning Responsibilities:

• Use Encore and schedule time with clients to create, update and review their estate plan.
• Process documents and arrange notary.
• Complete process and file originally executed documents in client file.

Retirement Plan Responsibilities:

• Work with Ops at beginning-of-year and end-of year retirement plan data requests and request year-end projections through TPA.
• Communicate with tax and TPA once retirement plans are funded.
• Act as liaison between client and tpa and tax preparer.

Tax Planning Responsibilities:

• Assist with year-end tax planning via Holistiplan, requesting reports, retirement plan estimates, tax strategy.
• Prepare Tax Projections using Tax Tools
• Tax Document Collection and Follow up with to-dos in Wealthbox
• Experience with tax preparation is a bonus but not required.

Project-Based Responsibilities:

• Lead planning-related tasks that have specific timeframes for completion
• Beneficiary and Estate Review
• Insurance Review

Compensation Details:

• Base salary is commensurate with your experience, plus bonus potential.
• Unlimited PTO
• Health Insurance Stipend
• 401k participation and match
• Professional Development Stipend

Experience Requirements:

• Bachelor's Degree Required
• CFP Designation required
• 10 years of experience in financial planning, and CFP for at least 5 years preferred
• Experience with Right Capital, Wealthbox, Schwab, Black Diamond, and Irebal is a plus
• This job is fully remote, but West Coast candidates are preferred for time zone purposes