Our client is a fee-only Registered Investment Advisor and multi-family office. The Financial Planner is a client-facing role that partners closely with the Lead Advisor to deliver a seamless, high-touch planning experience across investments, financial planning, estate, retirement, and tax coordination. The ideal candidate is a Certified Financial Planner (CFP®) who is detail-oriented, proactive, and comfortable owning the follow-up process from start to finish. This is a fully remote position open to candidates anywhere in the United States.
REQUIRED SYSTEMS & TECHNICAL PROFICIENCY
Candidates should be familiar with and able to work confidently in the firm's core platforms. Direct, hands-on experience with the following is expected:
- iRebal (Schwab) — portfolio rebalancing and trade generation.
- Black Diamond — trading, performance reporting, and quarterly billing review.
- Wealthbox CRM — client records, task management, and workflow tracking.
Additional systems used in the role include Right Capital (financial planning) and the Charles Schwab Advisor Center. Familiarity with these is a strong plus.
DAY-TO-DAY / ONGOING RESPONSIBILITIES
- Field client questions and conduct proactive outreach for follow-up until outstanding items are resolved.
- Maintain client details in Wealthbox CRM and other software systems.
- Help onboard new clients and households, including systems updates and paperwork.
- Manage the estate planning process from beginning to end, and keep tax files current.
- Coordinate calls with clients and insurance companies to request in-force illustrations, and obtain 401(k) information to facilitate rollovers.
TRADING RESPONSIBILITIES
- Master the trading process and serve as backup to the primary trader through Black Diamond.
- Identify trades, build the trade blotter, review trades for accuracy, execute, and document trades.
- Assist with asset allocation reviews.
- Maintain the margin management spreadsheet.
- Learn and master iRebal at Schwab.
PLANNING-RELATED RESPONSIBILITIES
- Complete data collection and request additional documents in advance of annual review meetings.
- Enter financial details into planning software (Right Capital).
- Fact-check and present financial plans to clients over Zoom.
- Document follow-up items clearly in Wealthbox CRM.
- Prepare recommendations and present them to the client using the Recommendations Template.
- Update recommendations and action items following meetings.
- Complete specific planning spreadsheets as assigned — real estate, home affordability, and health insurance analyses.
- Prepare a full financial plan and recommendations to send to clients after the annual planning meeting.
- Prepare the Lead Advisor for in-person meetings and field follow-up.
- Own the follow-up process to get clients to complete all to-do items.
ESTATE PLANNING RESPONSIBILITIES
- Schedule time with clients to create, update, and review their estate plans.
- Process documents and arrange notary.
- Complete the process and file originally executed documents in the client file.
RETIREMENT PLAN RESPONSIBILITIES
- Assist with beginning-of-year retirement plan data requests and request year-end projections through the TPA.
- Communicate with tax and the TPA once retirement plans are funded.
- Process required minimum distributions (RMDs).
- Act as liaison between the client, TPA, and tax preparer.
TAX PLANNING RESPONSIBILITIES
- Assist with year-end tax planning — requesting reports, retirement plan estimates, and tax strategy.
- Prepare tax projections using tax tools.
- Handle tax document collection.
- Support Business Management during high-volume tax prep seasons (March/April and September/October).
- Experience with tax preparation is a bonus but not required.
PROJECT-BASED RESPONSIBILITIES
- Lead planning-related tasks that have specific timeframes for completion.
- Update the Periodic Table of Investment Returns and prepare market updates for clients and prospects.
- Conduct beneficiary and estate reviews.
- Conduct insurance reviews.
QUALIFICATIONS
- Certified Financial Planner (CFP®) designation.
- Experience at a fee-only Registered Investment Advisor (RIA).
- Hands-on experience with iRebal, Black Diamond, and Wealthbox CRM.
- Experience with Charles Schwab Advisor Center and Right Capital financial planning software.
- Strong analytical, organizational, and problem-solving skills with excellent attention to detail.
- Outstanding communication and interpersonal skills; able to represent the brand with clients.
- Ability to work effectively and independently in a fully remote environment.
