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We believe that wealth management does not begin only when a client has accumulated significant wealth. Managing and achieving wealth is an infinite journey. We help our clients feel more confident and more intentional about the financial decisions they make while giving them back time and peace of mind.  \nPosition Summary  \nZenith is seeking an experienced, driven, and mission-oriented Financial Planner to join our Individuals and Families team to deliver personal financial planning. The role is remote-first with periodic travel to Zenith’s central office in Philadelphia. This individual will be responsible for:  \n● Prepare for and independently lead client meetings; engage a Client Success Associate or Associate Financial Planner as needed for pre-meeting or post-meeting support.  \n● Research financial planning topics and complex financial situations. Provide summaries and recommendations for integration in financial plans and client communications.  \n● Create financial plans and monitor client success, including but not limited to, cash flow modeling, debt assessments, insurance needs, investment recommendations, retirement planning, estate planning, tax planning, etc.  \n● Recruit new clients and build a portfolio of financial planning clients in your zone of genius; help service inbound leads as needed.  \n● Manage client workflows using Zenith’s custom suite of service management tools. Proficiency in RightCapital, EMoney, or MoneyGuidePro is required.  \n● Assist in the firm’s marketing efforts, including personal and firm-wide content generation.  \nAdditionally, this role will not be required to keep traditional working hours and will prioritize flexibility to meet client schedules. Zenith’s clients often like to meet in the morning before work or in the evenings.  \nDesired Knowledge & Skills  \n● 5+ years of related industry experience  \n● Certified Financial Planner®  \n● Client-Centric – You love building authentic relationships  \n● Innovative – You are tired of the status quo and are ready to shape a new future  \n● Self-Starter – You thrive in a results-based culture where you manage your own work  \n● Detail-Oriented – You sweat the small stuff and take pride in your work  \n● Resilient – You take speed bumps in stride and keep your eye on the prize  \nCompensation & Perks  \nZenith embraces a high-performance culture and seeks to reward employees that deliver exemplary results. The position will earn a competitive base salary based on experience and certifications with the potential to earn annual performance incentives.  \nTo deliver your best performance, we believe it is critical that you invest in self-care. Company benefits include a generous paid time off policy, access to health benefits (e.g. , medical and dental insurance) anda retirement plan.  \nAdditionally, Zenith prides itself on being a supportive workplace dedicated to employees’ personal and professional growth. Zenith will reimburse employees for up to $1 ,000 for employees to engage in continuing education. Zenith will provide you with a company-owned laptop for your work.  \nZenith provides equal employment opportunities ( EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, Zenith complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.  \nPre-employment backgro","cbCaib2M4K8TnT66","https://ap.wps.com/l/cbCaib2M4K8TnT66","pdf",64637,"English","# Position Summary\n## Responsibilities\n## Desired Knowledge & Skills\n## Compensation & Perks\n## Next Steps","[{\"question\":\"What is Zenith Wealth Partners’ mission for this role?\",\"answer\":\"Zenith aims to reduce racial, age-based, and gender wealth inequality by providing comprehensive, high-quality, and accessible financial advice.\"},{\"question\":\"What are the core responsibilities of the Financial Planner?\",\"answer\":\"The role leads client meetings, researches complex planning situations, builds and monitors financial plans (cash flow, debt, insurance, investments, retirement, estate, and taxes), recruits clients, and manages workflows using service management tools.\"},{\"question\":\"What requirements and tools are expected for candidates?\",\"answer\":\"Candidates should have 5+ years of related experience and a Certified Financial Planner® credential, and be proficient with RightCapital, eMoney, or MoneyGuidePro. The position is remote-first with periodic travel to the central office in Philadelphia.\"}]","Financial Planner - Job Description - Zenith Wealth Partners | PDF",1789452050]