Certified Financial Planner – CFP

Job not on LinkedIn

🔥 29 minutes ago

🏄 California – Remote

🏄 California – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 15%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Falcon Wealth Planning, Inc.

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2015

💸 Finance

💼 Consulting

👥 B2C

Finance • Consulting • B2C

Falcon Wealth Planning, Inc. is a fee-only Registered Investment Advisor and fiduciary financial planning firm that provides personalized financial planning, tax & consulting, and equity/stock planning services to individual clients across the U. S. The firm markets itself as NAPFA-registered and staffed by CERTIFIED FINANCIAL PLANNER™ professionals; their site highlights tools such as RSU and ISO calculators, concentration-risk and tax simulators, and other equity planning resources. Falcon emphasizes transparent, objective planning ("Planning Made SimpleTM"), advertises hundreds of Google reviews and over $1. 4B in assets managed, and offers consultations, client portals, and published resources for building and protecting wealth.

📋 Description

• Develop and implement customized financial plans covering retirement planning, investment strategy, tax efficiency, estate considerations, insurance planning, and cash flow management • Conduct in-depth financial reviews and develop actionable strategies aligned with client goals and time horizons • Monitor progress toward financial goals and recommend adjustments as circumstances or market conditions change • Use financial planning tools and analysis to deliver client-focused recommendations • Provide investment advice and portfolio oversight aligned with client risk tolerance and financial objectives • Collaborate with the investment team on asset allocation, portfolio construction, and rebalancing strategies • Monitor portfolios and recommend changes when necessary • Serve as a trusted advisor and maintain long-term client relationships • Lead client meetings and financial reviews • Respond to client questions and provide proactive advice as financial needs evolve • Simplify complex financial concepts and educate clients about financial strategies and investment decisions • Guide clients through retirement, liquidity events, and estate planning considerations • Advise on retirement savings strategies, tax-advantaged accounts, retirement income, tax-efficient investments, and distribution planning • Assist with Social Security planning, required minimum distribution strategies, and long-term tax considerations • Work with relationship managers, operations, and investment professionals to deliver seamless client service • Support onboarding of new clients through financial analysis and planning development • Contribute to firm growth through client service excellence and relationship development • Build and grow a client base within a collaborative team environment

🎯 Requirements

• Active Certified Financial Planner™ (CFP®) designation required and must remain in good standing with the CFP Board • Applicants who do not currently hold the CFP® certification will not be considered • 3+ years of experience in financial planning, wealth management, or advisory services • Experience providing comprehensive planning for high-net-worth individuals and families preferred • Strong background in investment management and financial strategy development • Strong communication skills with the ability to explain complex financial concepts clearly • Client-focused mindset with a commitment to fiduciary responsibility • Strong analytical and problem-solving abilities • Ability to build and maintain long-term client relationships • Highly organized with the ability to manage multiple clients and priorities • Bachelor’s degree in finance, economics, accounting, or a related field • Ongoing professional development within financial planning and wealth management • Arizona based candidates preferred

🏖️ Benefits

• Fee-only fiduciary compensation model without product conflicts or commission incentives • Dedicated operations, technology, and client service teams • Ongoing education • Mentorship • Leadership development opportunities • Competitive advisor compensation structure designed to reward performance and growth • Opportunity to build and expand a client base with operational support, planning infrastructure, and fiduciary platform

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume