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

Role Summary

Category: Financial Services

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.

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

Responsibilities

• 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

• 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
• 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.