Certified Financial Planner – Accounting Firm (Remote)
We are a growing, client-first nationwide accounting and advisory firm dedicated to providing comprehensive tax, accounting, and financial planning services. Our mission is to help clients build and protect their wealth with integrity and expertise. We are seeking a skilled and credentialed CFP® to join our professional team.
Position Overview:
As our in-house Certified Financial Planner, you will collaborate closely with CPAs and other professionals to provide highly personalized financial planning and advisory services for individuals, families, and businesses. The ideal candidate will combine technical financial knowledge with strong communication and client relationship skills.
Key Responsibilities:
• Work directly with clients to develop comprehensive financial plans, covering retirement, investments, tax efficiency, insurance, estate planning, education funding, and related areas
• Collaborate with CPAs and tax staff to deliver coordinated planning and advisory solutions
• Conduct financial needs assessments and help clients clarify their goals and priorities
• Prepare and present clear, actionable recommendations
• Assist with implementation and/or coordinate with third-party asset managers as needed
• Maintain thorough documentation in line with best-practices and compliance/ethical standards
• Stay current on financial planning trends, regulatory changes, and tax laws
Qualifications:
• Current CFP® certification required
• Bachelor’s degree in finance, accounting, or related field preferred
• Minimum 3 years of experience in financial planning or advisory
• Excellent communication and people skills
• High ethical standards; client-first mindset
• Proficiency with financial planning software
How to Apply:
Submit your resume and a brief cover letter describing your interest and relevant experience. We look forward to speaking with candidates who are passionate about helping clients achieve their financial goals!
Job Type: Full-time
Pay: From $55,000.00 per year
Work Location: Remote
Apply Now
Apply Now
Position Overview:
As our in-house Certified Financial Planner, you will collaborate closely with CPAs and other professionals to provide highly personalized financial planning and advisory services for individuals, families, and businesses. The ideal candidate will combine technical financial knowledge with strong communication and client relationship skills.
Key Responsibilities:
• Work directly with clients to develop comprehensive financial plans, covering retirement, investments, tax efficiency, insurance, estate planning, education funding, and related areas
• Collaborate with CPAs and tax staff to deliver coordinated planning and advisory solutions
• Conduct financial needs assessments and help clients clarify their goals and priorities
• Prepare and present clear, actionable recommendations
• Assist with implementation and/or coordinate with third-party asset managers as needed
• Maintain thorough documentation in line with best-practices and compliance/ethical standards
• Stay current on financial planning trends, regulatory changes, and tax laws
Qualifications:
• Current CFP® certification required
• Bachelor’s degree in finance, accounting, or related field preferred
• Minimum 3 years of experience in financial planning or advisory
• Excellent communication and people skills
• High ethical standards; client-first mindset
• Proficiency with financial planning software
How to Apply:
Submit your resume and a brief cover letter describing your interest and relevant experience. We look forward to speaking with candidates who are passionate about helping clients achieve their financial goals!
Job Type: Full-time
Pay: From $55,000.00 per year
Work Location: Remote
Apply Now
Apply Now