Our client is a growing RIA based in Washington. They are hiring for a 100% remote financial planner. If you are looking for a role where you can focus on leading client relationships and creating financial plans, this is a great opportunity.

Responsibilities:

-Work closely with VP relationship managers to answer questions for clients.

-Create, present, and implement comprehensive financial plans with clients.

-Meet regularly with clients and be able to answer questions regarding their portfolio and update financial plans regularly.

-Utilize RightCapital to create robust financial plans.

Qualifications:

-2-3+ years in a financial planning and client-facing role

-CFP Preferred

-Bachelor's degree in finance or a related field

-Experience with leading client meetings and presenting financial plans

-Experience working remotely

-RightCapital experience is a plus but not required

The role comes with strong base compensation (commensurate with experience) starting at 125k+, a bonus, full benefits, and a growth path to potential equity.