Lead Financial Planner, CFP® – Book Transition & Growth Role

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🕒 January 1

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Financial Serenity

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2019

💸 Finance

👥 B2C

Finance • B2C

Financial Serenity is a registered investment adviser based in Burleson, TX that provides values-driven, fiduciary financial planning and investment management to individuals and families. The firm offers foundation-building services (debt elimination, cash flow, habit formation), goal-focused investing, ongoing guided financial planning with regular reviews, and access to planning tools and community resources. Financial Serenity emphasizes purpose-driven and faith-aligned guidance, donates 1% of revenue to a faith-based community initiative, and also offers insurance services through licensed representatives; disclosures and regulatory filings (Form CRS, Form ADV) are provided on its site.

📋 Description

• Deliver holistic, values-based financial planning (cash flow, investments, risk management, tax awareness, and legacy planning) • Manage and grow client assets with integrity, discipline, and fiduciary care • Act as a coach and guide , not just an advisor—educating clients so they make wise, confident decisions • Proactively stay current on investment strategies, market trends, and planning best practices • Collaborate on firm growth while maintaining ownership over your client relationships • Help shape planning standards and client experience as the firm scales

🎯 Requirements

• Required CFP® certification (non-negotiable) • 3+ years of experience as a Financial Advisor / Financial Planner • Active Series 65 license • Existing book of business or a clearly demonstrated ability to transition/grow one • Strong coaching mindset—you genuinely enjoy teaching and empowering clients • High personal and professional integrity (this matters more than production numbers)

🏖️ Benefits

• 40%–80% of revenue, based on: Size and quality of book transitioned • Growth contribution over time • No artificial caps • No product quotas • Aligned incentives: you win when your clients win (This is built for adults who want ownership, not hand-holding.) • Mandatory minimum of 4 weeks of paid vacation (rest is not optional) • 50% of Zion Health membership paid (health matters) • 5 paid holidays of your choice —you decide what matters most • Annual company retreat • Sales excellence competition with a paid company vacation • A firm that values: Long-term thinking over short-term wins, Debt elimination over debt normalization, Stewardship over speculation