Senior Financial Planning Specialist
100% REMOTE: Financial Planning Specialist (CFP® & EA Required). Base Salary + Bonus + Profit Share + Health Insurance + 401K We’re one of the fastest-growing RIAs in the country and we’re hiring an experienced Senior Financial Planning / Tax Specialist to join our team. This is a - , not a support position — with a pathway to leadership (Director of Client Relations) and long-term equity ownership for top performers. Why This Role Stands Out ✅ Growth role with leadership & equity pathway ✅ Client-facing from day one ✅ Planning-first, fiduciary-always culture ✅ 100% remote What You’ll Do • Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep) • Build and deliver comprehensive financial plans • Participate directly in client meetings • Advanced planning & modeling in eMoney & Holistiplan What We’re Looking For • CFP® (required) • Enrolled Agent (required) • Meaningful tax planning / prep experience (required) • 5+ years’ experience, including direct client interaction (required) • Deep hands-on experience with eMoney & Holistiplan (required) What We Offer • Competitive compensation (Base = Low 6 figures) • Bonus & Profit Sharing • 401(k) with company match • Health insurance • Rich benefits package • Clear path to leadership and equity ownership Apply tot his job