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 withintegrity, 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 What We’re Looking For Required CFP® certification (non-negotiable) 3+ years of experience as a Financial Advisor / Financial Planner Active Series 65 license Existing book of business or a clearly demonstrated ability to transition/grow one Strong coaching mindset—you genuinely enjoy teaching and empowering clients High personal and professional integrity (this matters more than production numbers) Preferred (not required) Experience working with families, business owners, or faith-driven households Comfort with modern planning tech and remote-first collaboration Desire for long-term partnership rather than job-hopping Benefits Compensation & Structure 40%–80% of revenue, based on: Size and quality of book transitioned Growth contribution over time No artificial caps No product quotas Aligned incentives: you win when your clients win (This is built for adults who want ownership, not hand-holding.) Benefits & Culture Mandatory minimum of 4 weeks of paid vacation(rest is not optional) 50% of Zion Health membership paid(health matters) 5 paid holidays of your choice—you decide what matters most Annual company retreat Sales excellence competition with a paid company vacation A firm that values: Long-term thinking over short-term wins Debt elimination over debt normalization Stewardship over speculation Who This IsNotFor Advisors who need scripts, pressure, or micromanagement Anyone chasing fast money over faithful service Product-centric sales roles disguised as “planning” DetailsOriginally posted on Himalayas