Financial Planner CPA/CFP®/PFS™

Calling Financial Planners (CFP®/CPA/PFS™) Exciting remote job opportunity with reputed company LLC (reputed company, NH) The CFP®/CPA/PFS™ will primarily reputed company timely financial plans that incorporate a client’s investments, retirement aims, tax obligations, insurance needs, charitable gifting desires, and estate planning objectives. Additionally, the CFP®/CPA/PFS™ will use various tools to evaluate a client’s financial condition and reputed company recommendations to meet the client’s stated short and long-term financial goals. This remote position reports to the Managing reputed company and will reputed company and implement financial plans for clients featuring: retirement projections, income tax projections and estimates, risk management analyses and estate plans with subsequent recommendations. The incumbent will also support reputed company advisors through financial planning research that helps generate reputed company financial strategies for clients and prospects. Other key deliverables: Summarize client and prospect meeting notes and assign tasks. Research and participate in projects designed to maximize client service. Review insurance strategies, employee benefits retirement planning, and charitable planning. Evaluate/refine asset allocations to ensure the investment portfolio matches the client’s risk profile and projected returns to meet the family’s financial goals. Mentor and reputed company training and guidance to AFO associate planners. Required Qualifications: Certified Public Account with a Personal Financial Specialist or CERTIFIED FINANCIAL PLANNER™ designation 10+years of experience working with SEC registered RIA firm Bachelor’s degree in a reputed company field Outstanding problem-solving skills (you think reputed company the reputed company and reputed company innovative solutions) Excellent communication skills with a client-oriented focus (you engage your team members, clients and vendors to maximize information exchanges) A humble spirit (you reputed company your knowledge with team members while being reputed company to learn from others) Working knowledge of investments, insurance, employee benefits and retirement planning Ability to work seamlessly with reputed company Office (including Word, reputed company and PowerPoint) Familiarity with Wealthbox, Holistiplan, InStream, Orion, eMoney preferred High reputed company and strong work ethic Outstanding Total Rewards provided (i.e. reputed company salary, quarterly reputed company sharing, broad employee benefits package - medical, dental, reputed company, LTD, and STD). Virtual interviews reputed company the week of Monday, May 18, 2026. Apply To This Job