Lead CFP Financial Advisor - Client Relationships

Tax Alchemy; United States; Remote; USD 120,000 - 180,000; Full time

Benefits offered by this job

Work from home

Medical & dental insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Bonus up to 20% of base

Job summary

Remote Jobs seeks an experienced Financial Advisor to lead as the primary decision partner for up to ~120 high-net-worth client households. You will manage all client-facing engagements, translating complex strategies into clear guidance, and own the client outcomes within a structured pod model.

The role targets CFP credentials, strong interpersonal skills, and deep knowledge across investments, tax planning, retirement, and estate considerations.

Qualifications

• Active Series 65/66 or equivalent advisory license.
• 3+ years of client-facing financial planning & advisory experience.
• CFP designation (or in progress) preferred.

Responsibilities

• Lead all client meetings, reviews, and planning conversations with clarity and confidence.
• Interpret and refine planning outputs within the firm's structured planning system.
• Deliver prioritized guidance across investments, tax-aware planning, retirement, risk management, and estate fundamentals.
• Collaborate with planning associates to ensure seamless client deliverables.

Skills

Client relationships

Financial planning

Communication

Team collaboration

Ownership mindset

Education

CFP designation

Series 65/66

Tools

CRM software

Structured planning system

Job description

Remote Jobs seeks an experienced Financial Advisor to lead as the primary decision partner for up to ~120 high-net-worth client households. You will manage all client-facing engagements, translating complex strategies into clear guidance, and own the client outcomes within a structured pod model.

The role targets CFP credentials, strong interpersonal skills, and deep knowledge across investments, tax planning, retirement, and estate considerations.