Financial Planner

SLP Wealth LLC; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

Parental leave

401(k) matching

Financial planning membership

Exam fees reimbursed

CE reimbursements

ICHRA

Remote work

No business development

Job summary

SLP Wealth in the United States is seeking a full-time financial planner (CFP® strongly preferred) to work remotely. The role focuses on student loans, tax planning, and strategic planning for HENRY clients, with no required business development.

Ideal candidates have at least 1 year of client-facing financial planning experience; CFP credential or exam passed is highly valued. Starting salary ranges from $80,000 to $120,000+ with potential upside and performance bonuses, within a fully remote,

Qualifications

• Minimum of 1 year client facing financial planning experience.
• CFP® professional or have passed the CFP® examination strongly preferred.
• Roles require understanding student loans, tax planning and planning for HENRYs.

Skills

Financial planning

Client facing

Client experience

Time management

Education

CFP certification or CFP exam passed

Job description

SLP Wealth is looking to hire a full-time financial planner (CFP® professional strongly preferred). We are a women-led firm who is looking for someone who understands student loans, financial planning, and tax planning and who has a passion for helping HENRYs grow wealth. We are built for planners who serve dentists, physicians, or veterinarians (please call out which one you prefer in the application). The role requires M-F availability, 5 days per week during regular business hours.

• 8 weeks paid parental leave (4 weeks for non-birthing parents).
• Safe Harbor 401(k) with 3% company contribution (will be 4% in January 2027).
• Free SLP Wealth financial planning membership for employees.
• CFP®, Series 65, EA, and CPA exam fees reimbursed.
• Continuing education reimbursements.
• Individual Coverage Health Reimbursement Arrangement (ICHRA).
• We are a completely remote team, so this job is remote.
• We provide clients for you, so there is no business development expectation.

An ideal candidate would show grit when responding to uncertainty, have a pumped up attitude, be efficient in the execution their responsibilities, care deeply about the client experience, and have the technical chops to answer most financial planning questions that would be reasonable to ask a financial professional.

Experience & Education: Minimum of 1 year client facing financial planning experience. A CFP® professional or have passed the CFP® examination is strongly preferred and compensation is based on this credential.

Starting salary range: $80,000-$120,000+ with substantial upside above that range in years 1 to 2 along with performance bonuses.

This is a remote position open to candidates residing in NC, SC, TX, CO, CT, VA, FL, LA, GA, AZ, IL, IA, PA, MS, MN, OR, TN, RI, WI, MD. As required by applicable pay transparency laws, SLP Wealth provides a range of compensation for roles that may be hired in locations under these requirements. Factors that may be used to determine your actual salary may include a wide array of factors, including: your specific skills and experience, geographic location, or other relevant factors.