100% REMOTE: Senior Financial Planning Specialist (CFP® & EA Required)

100% REMOTE: Senior Financial Planning Specialist (CFP® & EA Required) We’re one of the fastest-growing RIAs in the country and we’re hiring an experienced Senior Financial Planning / Tax Specialist to join our fully remote team. This is a career-track role, not a support position — with a clear pathway to leadership (Director of Client Relations) and long-term equity ownership for top performers. >> Why This Role Stands Out • Growth role with leadership & equity pathway • Client-facing from day one • Planning-first, fiduciary-always culture • 100% remote >> What You’ll Do • Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep) • Build and deliver comprehensive financial plans • Participate directly in client meetings • Advanced planning & modeling in eMoney & Holistiplan >> What We’re Looking For • CFP® (required) • Enrolled Agent (required) • Meaningful tax planning / prep experience (required) • 5+ years’ experience, including direct client interaction (required) • Deep hands-on experience with eMoney & Holistiplan (required) >> What We Offer • Competitive compensation • 401(k) with company match • Health insurance • Rich benefits package • Clear path to leadership and equity ownership >> Interested? Send a resume and brief note highlighting your specific experience with the following: 1. Financial planning 2. Tax planning / prep 3. Client-facing work Pay: $125,000.00 - $165,000.00 per year Benefits: • 401(k) • 401(k) matching • Dental insurance • Health insurance • Paid time off • Professional development assistance • Retirement plan • Vision insurance Work Location: Remote Apply tot his job Apply To this Job