Lead Financial Planner (CFP®) – Book Transition & Growth Role

Category: Financial Services Location: We are looking for a CFP® professional who believes financial planning is about stewardship, clarity, and long-term impact , not product pushing or asset gathering for its own sake. This role is ideal for an advisor who: Already has a book of business and wants a better home Is tired of sales quotas, misaligned incentives, or compliance theater Wants to serve clients deeply , grow intentionally, and be rewarded fairly You will operate with significant autonomy while being supported by systems, planning tools, and a firm culture built on trust and responsibility. What You’ll Do 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 Wha…