💼 About This Role

You'll act as a Personal CFO for clients, leading the wealth management relationship and delivering an exceptional experience. Your core impact is designing and managing Life Plans that align wealth with passion and purpose. You'll collaborate with centralized teams and leverage our purpose-driven culture recognized with 15 consecutive "Best Places to Work" awards.

🎯 What You'll Do

• Serve as Personal CFO for existing and new clients
• Design and implement wealth management plans including Life Plans
• Develop relationships with custodial retail branches
• Lead local service team to ensure high client retention

📋 Requirements

• CFP®, CPA, CFA, or JD designation
• 6+ years in financial or estate planning
• Expertise in estate, tax, retirement, and investment planning
• Four-year degree required

✨ Nice to Have

• Experience at a professional financial services company
• Series 65 (or equivalent) within 120 days

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting Day 1
• 🏥 Fully paid medical, dental, vision for employees
• 📈 Equity ownership opportunities for every employee
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing)
• 🎉 3-month paid sabbatical at 10 years

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min