Remote CFP® Financial Planner — Lead Strategy & Growth

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

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.