Financial Advisor, CFP Professional

Tax Alchemy

Financial Advisor leading relationship management for approximately 120 high-net-worth client households. Delivering financial guidance and collaborating within a structured pod model for success.

Posted 5/14/2026full-timeRemote • California • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $100,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as the trusted lead advisor for up to approximately 120 HNW client households
Deliver clear, prioritized financial guidance, leading all client-facing engagements
Ensure every client feels informed, supported, and confident in their financial direction
Interpret and refine planning outputs generated within the firm's structured planning system
Deliver prioritized, actionable financial guidance across various financial domains
Communicate complex strategies in a manner that is clear and meaningful to each client
Collaborate closely with the Financial Planning Associate and Investment Operations Associate
Maintain accountability for overall client experience
Participate in firm initiatives, process improvements, and team development as appropriate

Requirements

What you’ll need

Active Series 65/66 or equivalent advisory license
3+ years of client-facing financial planning & advisory experience
All licenses and designations must be valid and in good standing
Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals
Demonstrated ability to manage client relationships independently and with confidence
CFP® designation (or actively in progress) preferred
Experience working within a team-based or pod advisory model preferred
Familiarity with structured financial planning systems and client engagement cadences preferred
Track record of strong client retention and satisfaction preferred
Exceptional verbal and written communication skills
High emotional intelligence and genuine care for client wellbeing
Strong organizational discipline and ability to manage a large, active client book
Proactive, ownership-driven mindset with a bias toward follow-through
Collaborative team player who operates effectively within a structured pod model
Discretion and professionalism in handling sensitive financial and personal client matters
Comfortable operating in a high-accountability, results-oriented environment

Benefits

Comp & perks

Work from home
Medical, dental, vision, life and voluntary life insurance
401(k) with company match
Paid vacation and sick days
Paid holidays
Potential for bonus of up to 20% of base compensation annually, tied to client outcomes and relationship metrics
Unlimited upside through AUM-based and insurance revenue participation - compensation scales directly with client outcomes, relationships longevity, and overall firm growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningadvisory experienceinvestmentstax-aware planningretirement planningrisk managementestate fundamentalsclient engagementstructured financial planning systems

Soft Skills

client relationship managementverbal communicationwritten communicationemotional intelligenceorganizational disciplineproactive mindsetcollaborative team playerdiscretionprofessionalism

Certifications

Series 65Series 66CFP® designation