Overview
About Us
We are a tech startup working with some of the best and fastest-growing firms in the country on a new AI platform for independent RIAs. Our mission is to unlock advisor capacity by combining human expertise with automation, creating more time for meaningful client relationships and better planning outcomes.
This is an opportunity to join at the ground floor of something transformational in wealth management, with exposure to both cutting-edge technology and forward-thinking advisory firms.
Opportunity
We are seeking a Financial Planner who is client-oriented, analytically strong, and comfortable operating in a fully remote, tech-forward environment. This is a contract role (1099) with a guaranteed minimum number of hours per month for 6 months, with the option to convert to a W-2 role as the firm grows.
The ideal candidate is comfortable leading client engagements, translating complex financial situations into clear plans, and leveraging modern planning tools to deliver high-quality advice. You’ll work directly with the founding team, supporting client relationships while also helping shape the systems that power an AI-driven RIA platform.
Key Responsibilities
- Lead financial planning engagements, including discovery, analysis, and plan delivery.
- Develop and present comprehensive financial plans using tools such as RightCapital, Holistiplan, and eMoney.
- Advise clients on key planning areas including retirement, tax strategy, investments, and estate considerations.
- Prepare and deliver client-facing materials: planning outputs, tax analyses, and investment recommendations.
- Collaborate with operations and paraplanning support to ensure accurate implementation of recommendations.
- Contribute to improving workflows, planning processes, and client experience within an AI-enabled advisory environment.
- Provide feedback to help refine how technology integrates into the planning process.
Qualifications
- 3+ years of experience in a financial planning or advisor-facing role.
- Demonstrated ability to lead client relationships and deliver planning advice.
- Strong knowledge of financial planning concepts across tax, retirement, investments, and estate planning.
- Familiarity with planning and CRM software (RightCapital, eMoney, Holistiplan, Wealthbox, Orion, etc.).
- CFP® designation (or on track) strongly preferred.
- Excellent communication skills and ability to translate complexity into clear client guidance.
- Comfortable operating independently in a remote, fast-moving environment.
Compensation & Structure
- 1099 contract role with guaranteed minimum monthly hours (initial 6-month term).
- Fully remote and flexible schedule
- Option to transition into a full-time W-2 role with benefits as the firm scales.
