Financial Planner (Remote)
Description: Financial Planner (100%) Remote
CFP® certification highly preferred; candidates working toward CFP are welcome
CPA, EA, CPWA and CEPA credentials considered a strong plus.
Full-Time
Remote
Base Salary $85k-$140k (based on experience, licenses, and designations) + performance incentives + bonus + benefits
About Us - Merit Wealth Management is a boutique, fee-only, fiduciary-focused wealth management firm serving high-impact professionals who own their own business and are seeking or have realized financial independence, including physicians, dentists, attorneys and retirees. We provide comprehensive financial planning and implementation & portfolio management, helping clients organize their finances, navigate complex decisions, and achieve long-term goals.
Our team values proactivity, accountability, education, and evidence-based guidance, delivered through collaborative relationships. We work as an ensemble not the typical “you kill what you eat” model and aim to deliver a high touch experience.
Position Overview - This is a senior-level role. You will step in as the lead implementer and financial planner, building and managing financial plans and systems so the lead advisor can focus on firm strategy and growth. This is not an entry-level or purely administrative role - you will have direct client exposure and meaningful responsibility from day one.
Requirements:
Qualifications:
• 5-8+ years of experience in financial planning or wealth management, ideally supporting or working directly as an advisor.
• Experience with business owners, physicians, dentists, or other high-income clients is a plus.
• CFP® certification highly preferred; candidates working toward CFP are welcome.
• CPA, EA, CPWA and CEPA credentials considered a strong plus.
• Experience with RightCapital (primary financial planning platform) preferred;
• Familiarity with
• Schwab Institutional
• Advyzon CRM & Portfolio Management
• Holistiplan
• Kwanti
• Dimensional Fund Advisors
• Vanilla estate planning software, is a plus
• Mature, steady, and professional presence; comfortable taking ownership and responsibility.
• Implementation-oriented mindset (“Integrator” vs. Visionary).
• Strong communication, detail orientation, and relationship focused.
Responsibilities:
• Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners.
• Own planning workstreams and recommendations from start to finish.
• Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations.
• Participate in and eventually lead client meetings, serving as a trusted secondary contact.
• Manage portfolio implementation aligned with client plans.
• Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows.
• Maintain strong documentation and refine processes for consistency and efficiency.
• Ensure clients feel supported and continuity is maintained during team transitions.
Apply tot his job
Apply To this Job
CFP® certification highly preferred; candidates working toward CFP are welcome
CPA, EA, CPWA and CEPA credentials considered a strong plus.
Full-Time
Remote
Base Salary $85k-$140k (based on experience, licenses, and designations) + performance incentives + bonus + benefits
About Us - Merit Wealth Management is a boutique, fee-only, fiduciary-focused wealth management firm serving high-impact professionals who own their own business and are seeking or have realized financial independence, including physicians, dentists, attorneys and retirees. We provide comprehensive financial planning and implementation & portfolio management, helping clients organize their finances, navigate complex decisions, and achieve long-term goals.
Our team values proactivity, accountability, education, and evidence-based guidance, delivered through collaborative relationships. We work as an ensemble not the typical “you kill what you eat” model and aim to deliver a high touch experience.
Position Overview - This is a senior-level role. You will step in as the lead implementer and financial planner, building and managing financial plans and systems so the lead advisor can focus on firm strategy and growth. This is not an entry-level or purely administrative role - you will have direct client exposure and meaningful responsibility from day one.
Requirements:
Qualifications:
• 5-8+ years of experience in financial planning or wealth management, ideally supporting or working directly as an advisor.
• Experience with business owners, physicians, dentists, or other high-income clients is a plus.
• CFP® certification highly preferred; candidates working toward CFP are welcome.
• CPA, EA, CPWA and CEPA credentials considered a strong plus.
• Experience with RightCapital (primary financial planning platform) preferred;
• Familiarity with
• Schwab Institutional
• Advyzon CRM & Portfolio Management
• Holistiplan
• Kwanti
• Dimensional Fund Advisors
• Vanilla estate planning software, is a plus
• Mature, steady, and professional presence; comfortable taking ownership and responsibility.
• Implementation-oriented mindset (“Integrator” vs. Visionary).
• Strong communication, detail orientation, and relationship focused.
Responsibilities:
• Build, maintain, and implement comprehensive financial plans for high-income professionals and business owners.
• Own planning workstreams and recommendations from start to finish.
• Execute planning recommendations across tax, cash flow, retirement, estate, and business-owner planning considerations.
• Participate in and eventually lead client meetings, serving as a trusted secondary contact.
• Manage portfolio implementation aligned with client plans.
• Take ownership of financial planning, CRM, and other systems to ensure smooth execution of workflows.
• Maintain strong documentation and refine processes for consistency and efficiency.
• Ensure clients feel supported and continuity is maintained during team transitions.
Apply tot his job
Apply To this Job