Experienced Financial Planner, CFP (Virtual)

Simply Paraplanner; United States; Remote; USD 100,000 - 130,000; Full time

Benefits offered by this job

15 days PTO

Paid holidays

Medical, dental, and vision coverage ¾

Company paid life insurance

401(k)

Bonus & long-term incentives

Job summary

Confidence Wealth Management is seeking an Experienced Financial Planner, CFP® (Remote) to serve as the primary relationship owner for a book of client households. You will set planning strategies, lead meetings, and grow assets managed by the firm.

Role requires CFP certification, Series 65 license, and 5+ years delivering comprehensive financial plans. This fully virtual position offers a Pacific-time training window and competitive compensation with bonus potential.

Qualifications

• CFP certification is required.
• Active Series 65 license is required.
• Five+ years delivering comprehensive financial plans to affluent households.
• Life and annuity insurance license is preferred.
• Excellent written and verbal communication with clients and teammates.
• Authorized to work in the United States; fully virtual firm.

Responsibilities

• Serve as the primary relationship owner for client households.
• Set the planning strategy and make recommendations for each household.
• Lead planning and review meetings.
• Build, update, and present comprehensive financial plans in eMoney.
• Own investment strategy and allocations for your households.
• Help prospects and clients bring additional assets to the firm.
• Document recommendations and next steps in Salesforce.
• Act as a fiduciary in every recommendation.

Skills

Client relationships

Comprehensive planning

Fiduciary judgment

Lead planning meetings

Asset growth

Team review

Training hours 9-6 PT

Education

CFP certification

Series 65 license

Life & annuity license (preferred)

Tools

eMoney

Salesforce

Schwab

Job description

Experienced Financial Planner, CFP® (Remote)

Confidence Wealth Management · Remote, United States · Full time · $100,000 to $130,000 depending on experience, plus bonus

CFP® certification and an active Series 65 license are required.

High-performance environment. Read this before you apply.

I’ll save you time. This firm is not for everyone. By my estimate, about one in five people can actually work the way we work — direct, fast, results-first, team-first, clean, politics-free, and without the grievance culture that quietly drains most offices. That’s not a complaint about people. It’s a statement of fit. The other four out of five will be happier somewhere else, and we’d rather they get there quickly.

Our clients trust us with the results of their life’s effort — businesses they built, wealth they accumulated, decisions that will outlive them. Our internal culture exists to protect that trust. The directness protects it. The team orientation protects it. The focus on results protects it. The clean environment, the politics-free workplace, the refusal to let problems sit unresolved — all of it protects it.

Confidence Wealth Management is a boutique, independent, fiduciary firm that integrates investment, tax, and estate planning into a single coordinated plan. The work is legacy-weighted: clients bring us decades of accumulated wealth and decisions that outlive them. The internal culture runs on explicit standards, listed below, and every one of them is also a filter.

If you read the standards below and you got excited, like you’ve been looking for a place that actually operates this way, we should talk. If you felt anything else, you already have your answer.

— Rem Oculee, Founder & CEO

You won’t fit here if…

• Direct feedback wounds you. If being told plainly that something is wrong feels like an attack, the daily rhythm here will exhaust you.
• You need to be softened, prepared, or coddled before hearing hard truths.
• You prefer deliberation for its own sake. Slowness as a proxy for “being thorough” reads to us as “not done yet.”
• Your default status update is a description of what you’re working on rather than what you finished.
• You say “I’ve been busy” instead of delivering, or “I’m still working on it” instead of either asking for help or shipping.
• You keep score of who got credit, who didn’t, and what you’re owed.
• Profanity, crude humor, or sexualized or off-color jokes are part of how you relax or bond with coworkers. This is not the place.
• You like to bring your politics to work, openly or by implication.
• You process frustration by talking about people instead of to them.
• You enjoy identifying problems more than resolving them. Water-cooler critique has no home here.

You’ll fit here if…

• You can hear “that’s not right, here’s why, please fix it” without flinching or taking it personally.
• You give feedback the same way you want to receive it: respectfully, promptly, and unambiguously.
• You move quickly and adapt. You don’t treat every small decision as a committee-level question.
• You measure your day by what you finished, not what you touched.
• If you said Thursday, it’s done Thursday — or someone hears about it Wednesday.
• You ask for help when you need it, without apology or performance. Help is always available; confusion rarely is.
• You share credit instinctively. The team winning is the only win that counts to you.
• You keep a clean workplace by default — no profanity, no crude or off-color humor — because that’s already how you carry yourself.
• You keep your politics out of client work and team communication, because you respect that not everyone shares them.
• If you have a problem with a teammate, you bring it to them with a proposed solution — not to someone else as a complaint.
• You care about the details because you understand that what we do affects families for decades.

Financial Planner, CFP®

Role

Primary relationship owner for a book of client households. You set the planning strategy, make the recommendations, lead the planning and review meetings, and grow the assets the firm manages for the families you serve.

What You Bring

• The ability to own client relationships and be the person clients look to for advice
• Comprehensive planning skill that integrates investment, tax, and estate planning into one coordinated strategy
• The judgment to set planning strategy and make recommendations as an experienced fiduciary
• The presence to lead planning and review meetings that end with clear recommendations and next steps
• A track record of bringing additional client assets to a firm through the planning relationship
• The experience to review and sign off on team work so what reaches the client is right
• Available to work 9:00 a.m. to 6:00 p.m. Pacific time during training (required)

What You Will Do

• Serve as the primary relationship owner for your client households
• Set the planning strategy and make recommendations for each household
• Lead planning and review meetings
• Build, update, and present comprehensive financial plans in eMoney
• Own investment strategy and allocations for your households
• Help prospects and clients bring additional assets to the firm
• Delegate, review, and sign off on the planning and service work the team prepares for your households
• Document recommendations and next steps in Salesforce
• Act as a fiduciary in every recommendation

You Should Be Familiar With

• eMoney
• Salesforce
• Schwab (Custodian Experience)

What Success Looks Like

• Client retention across your households
• Planning and review meetings held and recommendations implemented
• Assets brought to the firm from prospects and existing clients
• Client satisfaction and referrals
• Quality and consistency of the work you review and sign off

Requirements

• CFP® certification required
• Active Series 65 license required
• Five or more years delivering comprehensive financial plans to affluent, pre retiree or retiree households
• Life and annuity insurance license preferred
• A track record of growing client assets through planning
• Excellent written and verbal communication with clients and teammates
• Comfort working in a fully virtual firm
• Available to work 9:00 a.m. to 6:00 p.m. Pacific time during training
• Authorized to work in the United States

What We Offer

• 15 days of paid time off
• Paid holidays
• Medical, dental, and vision: the company pays 75% of employee coverage
• Company paid life insurance
• 401(k)
• $100,000 to $130,000 depending on experience, plus bonus and long-term incentive plans tied to individual and firm performance.

Tagged as: CFP, financial planning