CFP, Senior Financial Planner

IMPORTANT DETAILS:CFP REQUIRED - APPLICANTS WITHOUT A CFP WILL BE AUTOMATICALLY REJECTEDSTARTING COMPENSATION OF $140,000 - $165,000 BASED ON EXPERIENCE; COMPENSATION WILL EXCEED $200,000 WITHIN 24 MONTHS OF STARTINGMINIMUM FIVE YEARS OF LEAD ADVISOR EXPERIENCE, PREFERENCE FOR MORE TENURED PROFESSIONALFULLY REMOTE POSITION - ABLE TO LIVE ANYWHERE IN CONTINENTAL USCome join one of the fastest growing RIAs in the industry. At Wedmont we are changing the way successful families receive financial advice. Wedmont's flat fee model is disrupting the wealth management industry, and we are hiring a wealth planner to be our clients’ trusted advisor across all topics related to investments and financial planning. A candidate should be an effective communicator with significant experience in client-facing financial planning. If you’re analytical, meticulous, client-aligned, and want to work for an innovative, mission-oriented firm, we’d like to meet you.In this role you will:Gain a deep understanding of our clients’ unique needs and aspirations to confidently advise them on their financial goalsHelp craft custom investment portfolios using Wedmont's index-based investment philosophyBe responsible for maintaining a book of businessBuild and deepen your knowledge and skillset by maintaining an in-depth understanding of financial planning and the investment marketsContinue to develop and refine your craft of financial planningBe an active part of a collaborative teamResponsibilities:Analyze clients’ financial situations (e.g. balance sheets, income, and expenses)Examine and identify financial planning opportunities (e.g. investments, tax, T&E, risk management, etc.)Develop sound financial plans for clientsCustomize financial plans according to clients’ changing needsHelp clients implement their plans and execute transactionsAssist in sales presentations to prospective clientsBuild strong relationships to retain existing clientsMaintain updated knowledge of regulations, best practices, and financial productsSkills:CFP requiredPreference for candidates with additional credentials/degrees (i.e., CFA, CPA, JD/LLM, etc.)Minimum five years of lead advisor experience, preference for more tenured professionalExcellent communication skills - both written and verbalExceptional investment acumen and knowledge of broad range of planning topicsAbility to analyze financial information and comply with regulationsStrong ethics, with a customer-oriented attitudeAbility to foster long-term client relationshipsExperience with Charles Schwab, Orion, Salesforce, and Right Capital is a plusCompensation:We have a highly competitive salary, bonus, and benefit planStarting salary of $140,000 - $160,000 dependent on experience but cash compensation will exceed $200,000 within 24 months of onboardingOur employees experience significant increases in compensation and responsibility