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

About this 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