Our client is one of the fastest-growing RIAs in the country and we’re hiring an experienced Senior Financial Planning / Tax Specialist to join their 𝗳𝘂𝗹𝗹𝘆 𝗿𝗲𝗺𝗼𝘁𝗲 team.
This is a career-track role, not a support position — with a clear pathway to leadership (Director of Client Relations) and long-term equity ownership for top performers.
👉 Why This Role Stands Out
✅ Growth role with leadership & equity pathway
✅ Client-facing from day one
✅ Planning-first, fiduciary-always culture
✅ 100% remote
👉 What You’ll Do
• Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep)
• Build and deliver comprehensive financial plans
• Participate directly in client meetings
• Advanced planning & modeling in eMoney & Holistiplan
👉 What We’re Looking For
• CFP® (required)
• Enrolled Agent (required)
• Meaningful tax planning / prep experience (required)
• 5+ years’ experience, including direct client interaction (required)
• Deep hands-on experience with eMoney & Holistiplan (required)
👉 What We Offer
• Competitive compensation (Base = $150K PLUS bonus & profit share)
• 401(k) with company match
• Health insurance
• Rich benefits package
• Clear path to leadership and equity ownership
