CFP, Senior Financial Planner

Wedmont Private Capital; United States; Remote; USD 140,000 - 165,000; Full time

Benefits offered by this job

Competitive salary

Bonus and benefit plan

Potential for significant compensation increase

Job summary

A rapidly growing financial advisory firm in the United States is looking for a qualified wealth planner to advise clients on financial matters. The role requires a CFP certification and a minimum of five years of lead advisor experience. Responsibilities include analyzing financial data, developing customized plans, and fostering long-term client relationships. This full-time position offers a competitive salary starting at $140,000, with strong potential for growth within 24 months at a fully remote capacity.

Qualifications

• Minimum five years of lead advisor experience.
• Preference for more tenured professionals.
• Proven track record in client-facing financial planning.

Responsibilities

• Analyze clients’ financial situations.
• Develop sound financial plans for clients.
• Customize financial plans according to clients’ needs.
• Help clients implement their plans.

Skills

CFP required

Excellent communication skills

Exceptional investment acumen

Ability to analyze financial information

Strong ethics

Ability to foster long-term client relationships

Education

Additional credentials (CFA, CPA, JD/LLM)

Tools

Charles Schwab

Salesforce

Orion

Right Capital

Job description

• CFP REQUIRED - APPLICANTS WITHOUT A CFP WILL BE AUTOMATICALLY REJECTED
• STARTING COMPENSATION OF $140,000 - $165,000 BASED ON EXPERIENCE; COMPENSATION WILL EXCEED $200,000 WITHIN 24 MONTHS OF STARTING
• MINIMUM FIVE YEARS OF LEAD ADVISOR EXPERIENCE, PREFERENCE FOR MORE TENURED PROFESSIONAL
• FULLY REMOTE POSITION - ABLE TO LIVE ANYWHERE IN CONTINENTAL US

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a wealth planner to be our clients’ trusted advisor across all topics related to investments and financial planning. A candidate should be an effective communicator with significant experience in client-facing financial planning. If you’re analytical, meticulous, client-aligned, and want to work for an innovative, mission-oriented firm, we’d like to meet you.

In this role you will:

• Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
• Help craft custom investment portfolios using Wedmont's index-based investment philosophy
• Be responsible for maintaining a book of business
• Build and deepen your knowledge and skillset by maintaining an in-depth understanding of financial planning and the investment markets
• Continue to develop and refine your craft of financial planning
• Be an active part of a collaborative team

Responsibilities:

• Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
• Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
• Develop sound financial plans for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and execute transactions
• Assist in sales presentations to prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, best practices, and financial products

Skills:

• CFP required
• Preference for candidates with additional credentials/degrees (i.e., CFA, CPA, JD/LLM, etc.)
• Minimum five years of lead advisor experience, preference for more tenured professional
• Excellent communication skills - both written and verbal
• Exceptional investment acumen and knowledge of broad range of planning topics
• Ability to analyze financial information and comply with regulations
• Strong ethics, with a customer-oriented attitude
• Ability to foster long-term client relationships
• Experience with Charles Schwab, Orion, Salesforce, and Right Capital is a plus

Compensation:

• We have a highly competitive salary, bonus, and benefit plan
• Starting salary is dependent on experience but cash compensation will exceed $200,000 within 24 months of onboarding
• Our employees experience significant increases in compensation and responsibility

Seniority Level

Mid-Senior level

Employment Type

Full-time

Job Function

Finance and Sales