💼 About This Role

You'll act as a Personal CFO for clients, designing and implementing wealth management plans that align with their passions. You'll lead client relationships and collaborate with internal teams to deliver exceptional service. This role offers equity ownership and a path to Partner status.

🎯 What You'll Do

• Act as Personal CFO and manage client wealth plans
• Leverage internal resources for investment, estate, and tax planning
• Develop relationships with community and custodial branches
• Lead local service team to ensure client retention

📋 Requirements

• CFP®, CPA, CFA, or JD
• 6+ years in financial or estate planning
• Expertise in estate, tax, retirement, and investment planning

✨ Nice to Have

• Experience in a professional financial services firm
• Series 65 (or equivalent)

🎁 Benefits & Perks

• 🏖️ Minimum 3 weeks PTO starting Day 1
• 💰 Equity ownership for every employee
• 🏥 Fully paid medical, dental, vision for employees
• 📚 100% reimbursement for certifications and dues
• 👶 Paid parental leave (13 weeks birthing, 6 weeks non-birthing)