Category: Financial Services
Location:
What You’ll Do
What We’re Looking For
Compensation & Structure
Benefits & Culture
Who This IsNotFor
Location:
We are looking for a CFP® professional who believes financial planning is about stewardship, clarity, and long-term impact, not product pushing or asset gathering for its own sake.
This role is ideal for an advisor who:
Already has a book of business and wants a better home
Is tired of sales quotas, misaligned incentives, or compliance theater
Wants to serve clients deeply, grow intentionally, and be rewarded fairly
You will operate with significant autonomy while being supported by systems, planning tools, and a firm culture built on trust and responsibility.
What You’ll Do
Deliver holistic, values-based financial planning (cash flow, investments, risk management, tax awareness, and legacy planning)
Manage and grow client assets withintegrity, 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
What We’re Looking For
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)
Preferred (not required)
Experience working with families, business owners, or faith-driven households
Comfort with modern planning tech and remote-first collaboration
Desire for long-term partnership rather than job-hopping
Benefits
Compensation & Structure
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.)
Benefits & Culture
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
Who This IsNotFor
Advisors who need scripts, pressure, or micromanagement
Anyone chasing fast money over faithful service
Product-centric sales roles disguised as “planning”
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