💼 About This Role

You'll act as a Personal CFO for clients, leading the relationship and designing wealth management plans aligned with their passions. You'll leverage internal resources to deliver exceptional service and drive business growth through referrals and public speaking.

🎯 What You'll Do

• Lead client relationships as Personal CFO, designing and managing wealth plans.
• Collaborate with internal and external resources for investment, tax, and estate planning.
• Develop centers of influence and represent firm at public speaking events.
• Support business development through sales process participation and client referrals.

📋 Requirements

• CFP® designation required.
• 6+ years in financial or estate planning at a wealth management firm.
• Expertise in estate, tax, retirement, and cash flow planning analysis.
• Four-year degree and unquestioned integrity.

✨ Nice to Have

• Experience with multigenerational planning.
• Existing network of centers of influence like attorneys and CPAs.

🎁 Benefits & Perks

• 🏥 Health care benefits (medical/dental/vision).
• 💰 Restricted Equity Units and partner conversion opportunity.
• 🏖️ Unlimited volunteer time off and flexible PTO.
• 👶 Parental leave and transportation benefits.
• 📚 Professional and personal wellbeing stipend.