Lead Financial Planner, CFP® – Book Transition & Growth Role
Job Description:
• Deliver holistic, values-based financial planning (cash flow, investments, risk management, tax awareness, and legacy planning)
• Manage and grow client assets with integrity, discipline, and fiduciary care
• Act as a coach and guide , not just an advisor—educating clients so they make wise, confident decisions
• Proactively stay current on investment strategies, market trends, and planning best practices
• Collaborate on firm growth while maintaining ownership over your client relationships
• Help shape planning standards and client experience as the firm scales
Requirements:
• Required CFP® certification (non-negotiable)
• 3+ years of experience as a Financial Advisor / Financial Planner
• Active Series 65 license
• Existing book of business or a clearly demonstrated ability to transition/grow one
• Strong coaching mindset—you genuinely enjoy teaching and empowering clients
• High personal and professional integrity (this matters more than production numbers)
Benefits:
• 40%–80% of revenue, based on: Size and quality of book transitioned
• Growth contribution over time
• No artificial caps
• No product quotas
• Aligned incentives: you win when your clients win (This is built for adults who want ownership, not hand-holding.)
• Mandatory minimum of 4 weeks of paid vacation (rest is not optional)
• 50% of Zion Health membership paid (health matters)
• 5 paid holidays of your choice —you decide what matters most
• Annual company retreat
• Sales excellence competition with a paid company vacation
• A firm that values: Long-term thinking over short-term wins, Debt elimination over debt normalization, Stewardship over speculation
Apply Now
Apply Now
• Deliver holistic, values-based financial planning (cash flow, investments, risk management, tax awareness, and legacy planning)
• Manage and grow client assets with integrity, discipline, and fiduciary care
• Act as a coach and guide , not just an advisor—educating clients so they make wise, confident decisions
• Proactively stay current on investment strategies, market trends, and planning best practices
• Collaborate on firm growth while maintaining ownership over your client relationships
• Help shape planning standards and client experience as the firm scales
Requirements:
• Required CFP® certification (non-negotiable)
• 3+ years of experience as a Financial Advisor / Financial Planner
• Active Series 65 license
• Existing book of business or a clearly demonstrated ability to transition/grow one
• Strong coaching mindset—you genuinely enjoy teaching and empowering clients
• High personal and professional integrity (this matters more than production numbers)
Benefits:
• 40%–80% of revenue, based on: Size and quality of book transitioned
• Growth contribution over time
• No artificial caps
• No product quotas
• Aligned incentives: you win when your clients win (This is built for adults who want ownership, not hand-holding.)
• Mandatory minimum of 4 weeks of paid vacation (rest is not optional)
• 50% of Zion Health membership paid (health matters)
• 5 paid holidays of your choice —you decide what matters most
• Annual company retreat
• Sales excellence competition with a paid company vacation
• A firm that values: Long-term thinking over short-term wins, Debt elimination over debt normalization, Stewardship over speculation
Apply Now
Apply Now