Senior Financial Planner- CFP

Wedmont Private Capital • Full-time • Remote • $140k - $165k / year • 4d ago

IMPORTANT DETAILS:

CFP REQUIRED - APPLICANTS WITHOUT A CFP WILL BE AUTOMATICALLY REJECTED
STARTING COMPENSATION OF $140,000 - $165,000 BASED ON EXPERIENCE; COMPENSATION WILL EXCEED $200,000 WITHIN 24 MONTHS OF STARTING
MINIMUM FIVE YEARS OF LEAD ADVISOR EXPERIENCE, PREFERENCE FOR MORE TENURED PROFESSIONAL
FULLY REMOTE POSITION - ABLE TO LIVE ANYWHERE IN CONTINENTAL US

Come join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a wealth planner to be our clients’ trusted advisor across all topics related to investments and financial planning. A candidate should be an effective communicator with significant experience in client-facing financial planning. If you’re analytical, meticulous, client-aligned, and want to work for an innovative, mission-oriented firm, we’d like to meet you.

In this role you will:

Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goals
Help craft custom investment portfolios using Wedmont's index-based investment philosophy
Be responsible for maintaining a book of business
Build and deepen your knowledge and skillset by maintaining an in-depth understanding of financial planning and the investment markets
Continue to develop and refine your craft of financial planning
Be an active part of a collaborative team

Responsibilities:

Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)
Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)
Develop sound financial plans for clients
Customize financial plans according to clients’ changing needs
Help clients implement their plans and execute transactions
Assist in sales presentations to prospective clients
Build strong relationships to retain existing clients
Maintain updated knowledge of regulations, best practices, and financial products

Skills:

CFP required
Preference for candidates with additional credentials/degrees (i.e., CFA, CPA, JD/LLM, etc.)
Minimum five years of lead advisor experience, preference for more tenured professional
Excellent communication skills - both written and verbal
Exceptional investment acumen and knowledge of broad range of planning topics
Ability to analyze financial information and comply with regulations
Strong ethics, with a customer-oriented attitude
Ability to foster long-term client relationships
Experience with Charles Schwab, Orion, Salesforce, and Right Capital is a plus

Compensation:

We have a highly competitive salary, bonus, and benefit plan
Starting salary is dependent on experience but cash compensation will exceed $200,000 within 24 months of onboarding
Our employees experience significant increases in compensation and responsibility