💼 About This Role

You'll act as a Personal CFO for clients, designing and managing wealth management plans that align with their passions and purpose. You'll lead client relationships, leverage internal resources for investment, estate, tax, and risk planning, and expand the firm's presence in new markets. This role offers the chance to join a nationally recognized Best Places to Work firm with a collaborative, purpose-driven culture.

🎯 What You'll Do

• Serve as Personal CFO for clients, leading wealth management plans
• Leverage internal resources for investment, estate, tax, and risk planning
• Communicate value proposition to prospective clients and build community relationships
• Lead a local service team to ensure client retention and satisfaction

📋 Requirements

• CFP®, CPA, CFA, or JD designation required
• 6+ years in financial/estate planning at a wealth management firm
• Expertise in estate, tax, retirement, insurance, and investment planning

✨ Nice to Have

• Experience with custodial retail branch relationships
• Public speaking and community event representation

🎁 Benefits & Perks

• 🏖️ Unlimited Volunteer Time Off plus company grant matching
• 💰 Equity ownership opportunities for every employee
• 💼 100% reimbursement for required training, certifications, and dues
• 🏥 Fully paid medical, dental, and vision for employees
• 👶 Paid Parental leave (13 weeks birthing, 6 weeks non-birthing)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Phone Screen· 30 min
2. 2Hiring Manager Interview· 60 min
3. 3Technical/Team Interview· 45 min