Senior Financial Planner

The company was founded in 2016 on the belief that objective, personalized financial advice is essential to living well. Our mission is to empower people to live more enriched lives by delivering a new standard of advice. By removing asset minimums, we provide holistic planning that goes far beyond investments to address every way money impacts life. Our team of CFP® professionals are at the core of our service and are empowered by our best-in-class support teams and proprietary technology platform. This model allows the company to integrate advice into our members’ entire financial picture—all for an affordable, flat membership fee.

Our commitment to innovation and member success has earned national recognition, including being ranked the #1 Best Financial Advisory Firm 2025 by USA TODAY and named to Newsweek’s list of America’s Top Financial Advisory Firms 2025. With an A+ BBB Rating and a Trustpilot “Excellent” score (as of Sept. 16, 2025)*, we are proud to be redefining the industry for our members and our team alike.

Why the company? The Future of Financial Planning

The Senior Financial Planner role at the company is unlike any other in the industry. We’ve stripped away the "old way" of doing business—no cold calling, no commission-chasing, and no mountains of paperwork. We’ve created a role focused entirely on why you became a planner in the first place: to hone your craft and change lives.

What Makes This Role Different?

• Sell Life Change, Not Products: We’ve eliminated the pressure of business development. You aren’t a salesperson for a fund; you are a catalyst for behavior change. Because we utilize a flat-fee model (not AUM-based), your advice is always objective. If a member should pay down debt instead of investing, that’s exactly what you’ll tell them.

• Focus on the Member, Not Paperwork: We’ve built a proprietary, AI-enabled tech stack and a dedicated support ecosystem (Trading & Operations, Planner Support, and Member Experience) to take the administrative burden off your plate. You don't gather onboarding data or execute trades; you build relationships.

• Join a Movement: We operate with a "One the company" mentality—a flat, non-hierarchical structure that eliminates silos. You aren't just joining a company; you’re joining a community of growth-seekers redefining an underserved industry.

Your Impact & Responsibilities

As a Sr. Financial Planner, you will act as a financial life coach and guide, helping members make sense of their financial lives through actionable, technology-backed advice.

• Conduct 4–6 virtual member meetings per day, motivating members to take action on recommendations that are in their absolute best interest.

• Rapidly build trust and credibility in a remote setting, fostering long-term relationships through a consistent, high-quality experience.

• Emphasize the importance of integrated solutions—including investments—as a part of a holistic life plan.

• Partner with our Trading and Investment Ops teams to manage portfolios and tax strategies, while providing feedback to help improve our proprietary planning tools.

• Efficiently manage your calendar and time to provide an organized experience for your members while staying adaptable to the fast-paced energy of a scaling firm.

Who You Are

• A Passionate Advocate: You love helping people reach their goals and thrive when working with a large volume of members.

• A Tech Champion: You fully embrace technology and AI-driven tools to enhance your efficiency and the member experience.

• Adaptable & Organized: You are process-oriented but not afraid of the hard work  that comes with disrupting a legacy industry.

• A Relationship Builder: You can build deep connections quickly in a virtual environment.

Requirements

• CFP® Designation (Required)

• 3+ years of member-facing financial planning experience.

• Exceptional written communication and typing skills (speed and accuracy are key).

• Exceptional time and calendar management skills—this is the primary driver of success at the company.

• Flexibility to accommodate member meetings 2 nights per week.

• Reside in the US (MST or PST time zones preferred).

Benefits

• $110,000 - $130,000 base salary + bonus determined by the experience, knowledge, skills, and abilities of the applicant - Please note, our salary ranges are based on current market data. Should you feel strongly that we are not in line, we highly recommend you to reach out and let us know. We are always looking to improve on building the best place for employees.

• Equity (ISO): it is important to us that all employees are shareholders in our mission

• Flexible PTO

• All the benefits: medical, dental, and vision insurance, 401(k) with employer match, short and long term disability coverage (paid by the company), life insurance options and paid parental leave

• Certification reimbursement program

• Work from anywhere in the US

The company is an independent Registered Investment Adviser (RIA) and is not a FINRA-member broker-dealer. We do not hold, sponsor, or maintain FINRA licenses (e.g., Series 7, 63, 65). Our Investment Adviser Representatives (IARs) hold professional credentials, including the CFP® designation.

*the company was ranked #1 Best Financial Advisory Firm 2025 by USA TODAY in April 2025 who partnered with Statista to rank the top 500 RIAs. Recommendations were collected via an independent survey among over 30,000 individuals. self-recommendations were prohibited, and no compensation was provided for the ranking.  The company has been Accredited with the Better Business Bureau® since June 2025, and as of February 2026 holds an A+ BBB Rating. This Accreditation does not imply BBB approval or endorsement. Plant-A Insights Group and Newsweek partnered to identify America's Top Financial Advisory Firms 2025. This analysis was performed with data as of September 2024 and reviewed over 15,000 financial advisories registered with the SEC. These rankings prepared by Plant-A reflect editorial content and no compensation was provided by the company in connection with America's Top Financial Advisory Firms 2025." As of February 25, 2026; the company has a 4.8 star rating with TrustPilot.com. TrustPilot uses a formula for calculation that considers three factors: time span, frequency, and Bayesian average. After the calculation, a TrustScore is then visualized into a star rating from 1 to 5 stars, including half stars. The company’s star rating is calculated from reviews from January of 2022 to present day. Daily star rating may fluctuate. Companies on Trustpilot aren't allowed to offer incentives or pay to hide reviews and the company has not made any payments in offer or receipt of any reviews. Please see additional information