💼 About This Role

You'll act as a Personal CFO for clients, designing and managing wealth management plans that align with their passions. You'll lead a local service team, leveraging centralized resources to deliver an exceptional client experience and drive business growth.

🎯 What You'll Do

• Lead client relationships and design Life Plans
• Collaborate with internal teams on investment, estate, and tax planning
• Prospect and develop community relationships
• Represent the firm at public speaking events

📋 Requirements

• CFP, CPA, CFA, or JD designation
• 6+ years in financial or estate planning
• Expertise in estate, tax, retirement, and investment planning
• Series 65 (or equivalent) within 120 days if no CFP

✨ Nice to Have

• Experience at a professional wealth management firm
• Highly motivated self-starter

🎁 Benefits & Perks

• 🏖️ Unlimited Volunteer Time Off
• 💰 401(k) with 100% match up to 3%
• 🏥 Fully paid medical, dental, vision
• 📈 Equity ownership opportunities
• 👶 Paid parental leave (13/6 weeks)