Financial Advisor, CFP Professional
T
Tax AlchemyWealth management
Source API remote eligibility restrictions: United StatesFull-TimeMiddle
SalaryUSD 85000 - 100000 / year; Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics; Unlimited upside through AUM-based and insurance revenue participation
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Job Details
- Experience
- 3+ years of client-facing financial planning & advisory experience
- Required Skills
- Client relationship managementRisk Management
Requirements
- Hold an active Series 65/66 or equivalent advisory license.
- Have at least 3 years of client-facing financial planning and advisory experience.
- Keep all licenses and designations valid and in good standing.
- Bring technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals.
- Demonstrate the ability to manage client relationships independently and confidently.
- Communicate clearly in verbal and written interactions, simplifying complex topics without losing substance.
- Manage a large, active client book with strong organizational discipline.
- Work collaboratively within a structured pod advisory model.
- CFP® designation or active progress toward it is preferred.
- Experience in a team-based or pod advisory model is preferred.
- Familiarity with structured financial planning systems and client engagement cadences is preferred.
Responsibilities
- Serve as the trusted lead advisor and primary point of contact for an assigned book of up to approximately 120 client households.
- Lead client meetings, reviews, and planning conversations.
- Maintain proactive, consistent communication with clients.
- Interpret and refine planning outputs generated within the firm's structured planning system.
- Deliver actionable guidance on investment strategy, tax-aware planning, retirement, risk management, insurance, and estate planning fundamentals.
- Coordinate with the Financial Planning Associate and Investment Operations Associate to execute client deliverables.
- Delegate within the pod structure while remaining accountable for the overall client experience.
- Ensure planning outputs, action items, and follow-throughs are completed accurately and on time.
- Participate in firm initiatives, process improvements, team development, and professional representation.
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