Remote CFP Financial Advisor — HNW Client Relationships

Tax Alchemy; Irvine (CA); On-site; USD 85,000 - 100,000; Full time

Benefits offered by this job

Work from home

Medical, dental, vision, life insurance

401(k) with company match

Paid vacation and sick days

Paid holidays

Bonus potential based on client outcomes

Job summary

Tax Alchemy in California is seeking an experienced Financial Advisor to serve as the primary decision partner for clients. This role involves managing relationships for approximately 120 high-net-worth households, delivering personalized financial guidance, and collaborating with team members to ensure client satisfaction.

Successful candidates will have at least 3 years of experience in financial planning, possess a valid advisory license, and exhibit strong communication and organizational skills.

This remote position offers a competitive salary, benefits, and opportunities for bonuses based on client outcomes.

Qualifications

• Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals.
• Demonstrated ability to manage client relationships independently.
• Exceptional verbal and written communication skills.

Responsibilities

• Serve as the trusted lead advisor for approximately 120 HNW client households.
• Communicate complex financial strategies in an accessible manner.
• Collaborate with team members to ensure seamless execution of deliverables.

Skills

Client relationship management

Financial planning

Communication

Emotional intelligence

Organizational discipline

Education

Active Series 65/66 or equivalent advisory license

3+ years of client-facing financial planning experience

CFP® designation or in progress

Job description

Tax Alchemy in California is seeking an experienced Financial Advisor to serve as the primary decision partner for clients. This role involves managing relationships for approximately 120 high-net-worth households, delivering personalized financial guidance, and collaborating with team members to ensure client satisfaction.

Successful candidates will have at least 3 years of experience in financial planning, possess a valid advisory license, and exhibit strong communication and organizational skills.

This remote position offers a competitive salary, benefits, and opportunities for bonuses based on client outcomes.