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Job description
Position Title: Financial Planner
Salary: $90,000-$125,000 / Year, DOE + Annual Bonus
We are seeking a mostly remote Financial Planner to join our close-knit team and help serve a growing client base with over $1.2 billion in assets under management. This is a unique opportunity to work directly alongside experienced advisors, build trusted client relationships, and develop into a lead financial planner over time. During your first several months, you'll gain hands-on experience supporting both financial planning and firm operations before gradually transitioning into a larger client-facing advisory role. This role is ideal for a motivated financial professional with a strong passion for investing, financial planning, and long-term relationship management who wants to grow their career with a highly successful independent Registered Investment Advisory (RIA) firm.
Responsibilities
Assist senior advisors with developing comprehensive financial plans for clients
Participate in client meetings and gradually build relationships with existing clients
Provide investment recommendations and financial planning support
Open new investment accounts and assist with account administration
Support operational and administrative functions as needed during onboarding and training
Collaborate with advisors on client service initiatives and planning strategies
Participate in client team meetings and become an integral part of ongoing client relationships
Requirements Bachelor's degree required
3+ years of financial planning or wealth management experience
Strong passion for financial markets, investing, and company research
Excellent communication and relationship-building skills
Ability to work independently in a remote environment after training
Candidates currently working toward CFP certification (completed Level I or II) will also be considered
Benefits 401(k) with company match after one year & Annual bonus
Flexible hybrid work environment with approximately 90% remote work
Employer-sponsored healthcare with flexible contribution options
Flexible PTO policy, including vacation and sick time that increases with tenure
If you're passionate about financial planning, enjoy building lasting client relationships, and want to grow with a successful independent wealth management firm, we'd love to hear from you. Apply today!
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Worksite address
lakeside, MT, 59922, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.