Financial Planner (S)

We are a high-growth, forward-thinking Multi-Family Office Advisory Firm. Our clients are visionary entrepreneurs, serial business builders, and executives who demand nothing less than exceptional. And we need Financial Planners that can lead the charge. We are an elite organization and we do complex work, and that’s what makes it fun! This isn’t just another job. This is an opportunity to build something that matters. We’re on a mission to change the way financial planning is done, and we want YOU to help lead that charge. Our clients are on the cutting edge of innovation, and we’re looking for someone who’s willing to work hard – because the rewards are huge. This firm isn’t for everyone. If you’re looking for a traditional corporate gig with predictable hours and low stakes, this isn’t it. But if you’re ready to put in the work, learn from the best, and help build something world-changing, then join us. You get to build a network of centimillionaires who have an aggregate value of $5B, all who call your cellphone first. We are changing the industry and shifting the paradigm. This is a championship team, where you try out every year for your seat. What you will get out of this is five years from now is you’ll be semi bulletproof, and you can punch your own ticket wherever you want to go, changing the trajectory of your business and financial life. What Makes This Role Insanely Exciting: • Revolutionizing the industry: This isn’t just about advising – this is your chance to reshape how top entrepreneurs and business owners think about wealth. You’ll lead the financial planning process, driving sophisticated strategies that cover taxes, cash flow, legal, risk management, investing, and more. We don’t believe in cookie-cutter solutions. You’ll be working on high-level, transformative projects that will make an impact immediately. • Work with the best of the best: You’re not just working with clients; you’re working with visionary entrepreneurs who are pushing the boundaries of what’s possible. These clients are ambitious, dynamic, and demand the best from everyone around them. Your insights will directly fuel their growth, success, and legacy. No “boring” clients here. • Fully remote, limitless flexibility: This isn’t just a remote job – it’s designed to give you the flexibility you need to do your best work. Be part of a team that values results. • Compensation you control: You won’t just be rewarded for your efforts; you’ll be recognized for the value you create. With a competitive base salary, aggressive performance bonuses, and generous benefits, your earning potential is sky high. The more you put in, the more you’ll get out. What You Need to Bring to the Table: • Deep expertise: You’ve spent 3+ years mastering investment management, wealth management, and financial planning. You know the intricacies of taxes, cash flow, insurance, investments, and everything that comes with advising high-net-worth business owners. You’ve worked with people who are already successful, and you know how to elevate them even further. Are you mission aligned with changing the lives of entrepreneurs to have a greater impact in the world? • Credentials that matter: Whether you’re a CFP, CFA, CPA, EA, MBA, ChFC, you’ve got the credentials to back up your deep knowledge. But more importantly, it’s your experience – and your results – that set you apart. • Client leadership skills: You’re not just an expert – you’re a leader. You’ve managed client relationships and taken ownership of high-impact projects. Do you self-select into hardship? Do you bring a different dimension of thinking? • Project management genius: You’re a natural at juggling multiple high-stakes projects, keeping everything on track, and turning complex problems into clear, actionable solutions. You thrive under pressure and know how to execute. • Tech-forward: You’re comfortable with tech tools like Microsoft Office, eMoney, Redtail, and Holistiplan. You understand that technology is a force-multiplier and are quick to adopt new tools that improve client service and team collaboration. What’s in It For You? • Competitive base salary + bonus driven by your capability: Your compensation is designed to reflect your value. This is a place where what you bring to the table is directly rewarded. • Endless growth opportunities: Our firm is growing fast, and we want you to grow with us. From leadership training to career advancement– this is a platform for you to reach your highest potential. • Maximize professional & personal life: Enjoy unlimited paid time off (PTO) and the freedom to work remotely. We understand that life is about more than just work – but when you work, we want you to be at your best. • Competitive Benefits: Health benefits, 401(k) matching, and more – everything you need to take care of yourself and your loved ones. Apply tot his job Apply To this Job