Remote Financial Planner for High-Earner Clients (CFP Preferred)

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 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,