Lead Financial Planner (CFP®) – Book Transition & Growth Role

This is a remote position.

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 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

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 Is Not For

• Advisors who need scripts, pressure, or micromanagement
  

• Anyone chasing fast money over faithful service
  

• Product-centric sales roles disguised as “planning”