Note: The job is a remote job and is open to candidates in USA. Tax Alchemy is a boutique Financial Planning and Wealth Advisory firm seeking an experienced Financial Advisor, CFP Professional. This role involves serving as the lead relationship manager for high-net-worth clients, delivering clear financial guidance, and ensuring a high-quality planning experience.
Responsibilities
- Serve as the trusted lead advisor for up to approximately 120 HNW client households — delivering clear, prioritized financial guidance, leading all client-facing engagements, and ensuring every client feels informed, supported, and confident in their financial direction
- Serve as the primary point of contact and trusted advisor for an assigned book of up to ~120 client households
- Lead all client meetings, reviews, and planning conversations with clarity and confidence
- Maintain proactive, consistent communication to ensure clients remain engaged and informed
- Foster long-term relationships built on trust, responsiveness, and demonstrated value
- Interpret and refine planning outputs generated within the firm's structured planning system
- Deliver prioritized, actionable financial guidance across:
- Investment strategy and portfolio positioning
- Tax-aware planning and optimization
- Retirement income and accumulation planning
- Risk management and insurance review
- Estate planning fundamentals
- Communicate complex strategies in a manner that is clear, accessible, and meaningful to each client
- Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ensure seamless execution of client deliverables
- Delegate appropriately within the pod structure while maintaining accountability for overall client experience
- Ensure all planning outputs, action items, and follow-throughs are completed accurately and on time
- Uphold the firm's standards of excellence in every client interaction and external engagement
- Participate in firm initiatives, process improvements, and team development as appropriate
Skills
- 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)
- Experience working within a team-based or pod advisory model
- Familiarity with structured financial planning systems and client engagement cadences
- Track record of strong client retention and satisfaction
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
Company Overview