💼 About This Role

You'll serve as a Personal CFO for clients at a top RIA, designing and managing comprehensive wealth plans. You'll lead relationships, leverage internal experts, and drive growth in new markets like St. Louis. This role offers equity ownership and a purpose-driven culture recognized with 15 Best Places to Work awards.

🎯 What You'll Do

• Act as Personal CFO for clients, managing wealth plans
• Leverage internal resources for investment, estate, tax planning
• Communicate value proposition to prospective clients
• Lead local service team to ensure client retention

📋 Requirements

• CFP certification or CPA/CFA/JD with Series 65
• 6+ years in financial/estate planning at a wealth management firm
• Expertise in estate, tax, retirement, and investment planning
• Four-year degree required

✨ Nice to Have

• Experience in new market expansion
• Public speaking and community engagement skills
• Existing book of business

🎁 Benefits & Perks

• 🏥 Fully paid medical, dental, vision for employees
• 🏖️ Minimum 3 weeks PTO plus Winter Break and Summer flex-days
• 📈 Equity ownership at hire with accelerated Partner track
• 👶 13 weeks paid parental leave for birthing parent
• 💰 401(k) with 100% match up to 3%

📨 Hiring Process

Estimated timeline: 3-5 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Hiring Manager Interview· 45 min
3. 3Panel Interview· 60 min
4. 4Offer· N/A