Financial Advisor, CFP Professional

Job not on LinkedIn

🕒 May 14

🏄 California – Remote

🏄 California – Remote

💵 $85k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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Tax Alchemy

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2020

💸 Finance

🏠 Real Estate

🤝 B2B

Finance • Real Estate • B2B

Tax Alchemy is a tax strategy and advisory firm that teaches business owners, entrepreneurs, and real estate investors how to significantly reduce their tax bills through advanced, IRS-compliant planning and hands-on implementation. The company specializes in entity structuring, cost segregation, depreciation strategies, 1031 exchanges, tax-advantaged retirement planning, and comprehensive tax strategy analysis, and it provides ongoing execution support, tax filing for advisory clients, and training for CPAs. Tax Alchemy targets high-income individuals and businesses with flat-rate advisory engagements and a guarantee that clients will save more than the fee paid.

📋 Description

• 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

• 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

• 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