Financial Planning Specialist

Craigwear; United States; Remote; USD 90,000 - 115,000; Full time

Job summary

A national financial planning firm is seeking a Senior Planning Specialist (CFP) to develop high-quality financial plans for clients. This role will involve collaborating closely with financial planners and paraplanners, ensuring the delivery of comprehensive and accurate financial solutions while working remotely.

Benefits

Health, dental, and vision benefits

401(k) with employer contribution

Paid time off and flexible scheduling

Performance-based bonuses

Remote-first culture

Qualifications

• 3+ years in financial planning or related fields.
• Strong knowledge of tax and retirement planning.
• Proficient with financial planning software.

Responsibilities

• Create comprehensive financial plans based on internal workflows.
• Interpret client data for tailored financial strategies.
• Collaborate with Planners to produce final plan deliverables.

Skills

Financial planning

Tax optimization

Attention to detail

Written communication

Organization

Education

CFP Certification

Tools

RightCapital

eMoney

Job description

This range is provided by Q3 Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$90,000.00/yr - $115,000.00/yr

Location: Remote (U.S.-based)

Compensation: $90,000–$115,000 annually + benefits + performance bonuses

Schedule: Full-time

About Us: Q3 Advisors is a nationally recognized fee-for-service financial planning firm serving high-net-worth individuals and families. We specialize in advanced Roth conversion strategies and comprehensive financial planning without selling financial products or managing investments. Our mission is to help clients uncover blind spots, reduce lifetime taxes, and make confident financial decisions—all without conflict of interest.

Role Overview: We are seeking a Senior Planning Specialist (CFP) to join our team of elite financial professionals. This non-client-facing role is responsible for translating client data and goals into high-quality financial plans using our proprietary software tools. You’ll work alongside our Certified Financial Planners (who conduct client meetings) and Paraplanners (who assist with data entry and prep), and serve as the key architect who produces the final plan deliverables.

Responsibilities:

• Create comprehensive financial plans based on internal workflows and firm methodology
• Interpret client data (net worth, income, tax returns, investment holdings, estate plans, etc.)
• Apply advanced Roth conversion, tax optimization, and estate planning strategies
• Produce accurate, customized plan presentations that support the CFP team
• Collaborate with Paraplanners and Planners to clarify inputs or assumptions
• Maintain high output and quality standards in a deadline-driven environment
• Continuously refine planning workflows as our software and tools evolve

Qualifications:

• 3+ years of experience in financial planning or related fields
• Strong working knowledge of tax and retirement planning concepts
• Proficiency with financial planning software (e.g., RightCapital, eMoney, or equivalent)
• High attention to detail and comfort working independently in a virtual environment
• Strong written communication and organization skills
• Passion for creating clarity and financial confidence for clients

What We Offer:

• Performance-based bonus opportunities
• Health, dental, and vision benefits
• 401(k) with employer contribution
• Paid time off and flexible scheduling
• ESOP participation opportunity (coming soon)
• Remote-first culture with a mission-driven, collaborative team

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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