Financial Planner Job Description

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NOTE: This role can be performed remotely.
 

Join Our Team as a Financial Planner

Illumination Wealth is seeking a Financial Planner to guide high-net-worth clients, primarily entrepreneurs and business owners, through complex and integrated financial planning. In this role, you’ll work closely with Lead Advisors and Associate Planners, playing an essential part in delivering exceptional, team-based client experiences. We are seeking a CFP with technical strength, a genuine passion for building client relationships, and a desire to keep growing professionally. If you enjoy thinking outside the box and want to expand your financial planning skills in a dynamic, collaborative environment, we would love to connect.

Summary of Responsibilities

  • Preparing client meeting agendas and supporting materials.
  • Presenting recommendations in client meetings and providing follow-up.
  • Conducting thorough analyses across financial planning areas (cash flow, goal planning, investments, tax, estate planning).
  • Creating and maintaining financial plans using eMoney.
  • Take the lead on answering routine client questions.
  • Assisting clients with implementing recommendations and coordinating with external advisors (tax, insurance, estate planning).
  • Developing and refining SOPs, checklists, and coaching associate advisors.

Required Qualifications

  • A Bachelor’s degree, ideally in Financial Planning or a related field
  • 3-7 years in financial planning or wealth management
  • CFP® designation

Preferred Qualifications and Ideal Attributes

  • Experience working with high-net-worth individuals, entrepreneurs, and business owners
  • Pursuit of a long-term career in financial planning
  • Detail-oriented, highly organized, strong problem-solver, self-starter, and a team player with excellent communication skills and a “no job is beneath me” attitude.
  • Proficient with eMoney financial planning software and able to learn new tools quickly.
  • Experience conducting client meetings via Zoom
  • Strong Excel skills
  • A collaborative, “pitch in where needed” attitude and strong interpersonal communication skills
  • The initiative to solve problems independently and a growth mindset that embraces feedback
  • A sense of ownership – you follow through, fix mistakes, and take pride in your work

Perks

  • Competitive salary with performance-based raises
  • Participation in firm-wide bonus pool
  • 401(k) plan with generous employer matching
  • Subsidized health insurance and long-term disability coverage
  • Annual continuing education allowance and paid professional dues
  • Generous paid time off to support work-life balance
  • A clear career path with hands-on mentoring from senior CFP® professionals
  • A supportive, team-oriented culture that values growth, collaboration, and a positive work environment

Employment Type

Full-time, remote
Salary: $85,000 to $130,000
Target Bonus: $17,500 to $26,000

About Illumination Wealth

Illumination Wealth is a fast growing, boutique financial planning firm, headquartered in San Diego, California. We develop strategies for entrepreneurs and their families to ensure their money makes a difference in leading a life of freedom, fulfillment, and impact. Our integrative business & personal financial planning process allows our clients to make transformative financial life and investment decisions with confidence. We are passionate about being trusted advisers and our purpose is to meaningfully enhance the returns on our client’s entire financial lives. We have in-depth, long-term relationships with our clients and have embarked on a long-term, organic growth strategy.

Our core values:

  • Collaborative Contributor
  • Make it Happen
  • Driven to Improve
  • Own Your Impact
  • Lead With Confidence and Care
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Disclosure

This job description does not necessarily list all the duties of the position. You may be asked by management to perform other duties. You will be evaluated, in part, based upon your performance of the responsibilities listed in this job description. Management has the right to revise this job description at any time. This job description is not a contract for employment, and either you or Illumination may terminate employment at any time, for any reason.

 
NOTE: This role can be performed remotely.