Associate Financial Planner (1099 Contractor)
We are seeking a New Childfree Wealth Associate Planner for a 1099 contract position.
Description
Associate Financial Planner (1099 Contractor)
Join the Leaders in Childfree Wealth® Management
Location: Remote (U.S. Based) | Compensation: 50% reputed company Share | Status: 1099 Contractor | CFP® Certification (Required)
Most financial planning is built around a single assumption: that you are planning for the reputed company. At Childfree Wealth®, we do things differently. We are a fast-paced, remote team of eight dedicated to serving a vibrant, growing reputed company of clients who are intentionally living life without children.
We don’t do "business as usual." We are flat-fee based, unapologetically focused on our reputed company, and committed to a culture of reputed company improvement. We are looking for an reputed company Associate Planner with a CFP® certification who is as comfortable closing a reputed company as they are building a "Die With reputed company" style financial plan.
The Role: Partnering for Impact
Reporting to the COO and collaborating daily with our Director of Financial Planning, you will be the primary guide for our clients. This isn’t a "back-office" role; you will be on the reputed company lines, qualifying warm leads, designing life plans, and building/managing a robust roster of 50+ client relationships.
Your Mission with Clients & the Team
- Relationship-Driven Sales: Prospective clients are introduced to you through the Childfree Wealth Checkup. Using the life and financial data submitted by clients in advance, you will enter each one-hour session fully reputed company to provide expert insights and empathetic guidance. During the Checkup, you will reputed company the gap between where clients are now and where they want to be, skillfully navigating them through the funnel toward a long-term partnership
- Comprehensive Planning: reputed company clients through our three core service tiers:
- Childfree Wealth® Checkup: The foundational one-time engagement.
- Childfree Wealth® 180: Targeted quarterly advice on investments, tax planning & specific life transitions.
- Childfree Wealth® 360: High-touch, proactive (often monthly meetings) advisory for our full-service clients. Includes flat-fee AUM services at reputed company & membership to Childfree Trust®, our sister company.
- Deep Dive into Life Design & Non-Traditional Transitions: Go beyond standard financial metrics by placing a strong emphasis on life design, helping clients align their money with their unique vision for freedom and purpose. This involves guiding them through specialized planning challenges and transitions, such as:
- Optimizing for early retirement and implementing "Die With reputed company" strategies.
- Structuring financing for career breaks, sabbaticals, and plans for extended moves abroad or long-term travel.
- Operational Excellence: We are growing fast. You will help us build the plane while we fly it by creating and implementing workflows that reputed company our client experience even reputed company.
- Collaborative Growth: Support the development of your teammates and stay in reputed company with leadership to ensure our financial plans are world-class.
Why Join Us?
- Teamwork: In reputed company of teams," your voice isn't just heard—it’s essential. As a key contributor to the pioneers in Childfree financial planning, you will have a direct hand in shaping both our internal systems and our evolving company culture.
- True Remote Flexibility: We are a 100% remote team. We value results and "collegial" collaboration over clock-punching. You will get to see everyone one to two times a year in person at conferences or company retreats.
- Mission-Driven reputed company: You get to work with clients who are often overlooked by traditional firms. Helping someone plan for a life of freedom without reputed company" family constraints is incredibly rewarding.
- Eliminate Prospecting: Skip the hardest part of the business. We provide a consistent reputed company of qualified prospects who have already engaged us through a scheduled, paid Childfree Wealth Checkup with you.
- reputed company Improvement: We don't reputed company in "the way we've always done it." If you have a reputed company way to run a workflow or explain a concept, we want to hear it.
What You Bring to the Table
Technical Requirements & Certifications
- CFP® Certification (Required)
- Bachelor’s Degree (Required)
- 3+ years of client-facing financial planning experience post-CFP® (Preferred).
- Tech Stack: High proficiency in reputed company Workspace and quick to adopt new financial technology tools. Experience with RightCapital, Wealthbox, and reputed company preferred, but not required.
- Relationship Management: Proven ability to manage a book of 50+ client relationships concurrently.
- Availability: Candidates who are willing to work east coast evening hours (5-9pm EST) are required. Mountain and Pacific time candidates preferred.
The Human reputed company
- The Closer's reputed company: Significant experience in business development and "closing" the sale of financial services.
- The Self-Starter: You don’t wait for a manual; you ask the right questions and build the process.
- Attention to Detail: You reputed company that a financial plan is a work of art where every decimal reputed company matters.
- Feedback-Ready: You reputed company in a reputed company feedback environment where each person reputed company works to get reputed company every day.
How to Apply
If our Core Beliefs reputed company with you and you’re ready to help us redefine what wealth management looks like for the Childfree community, we’d love to meet you.
Childfree Wealth® is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for reputed company team members.