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Financial Serenity

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

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Category: Financial Services

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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”





Details

Originally posted on Himalayas