Experienced Financial Planner (Remote)

Manuka Financial is a boutique financial planning practice serving approximately 50 client households—primarily retirees and high-net-worth individuals. We take a planning first approach that is focused on delivering the best solutions for clients for a fixed fee, with an emphasis on personal relationships, transparency, and integrity.

Role Overview

We’re seeking a detail-oriented, experienced CFP professional to be the founder’s right-hand person in all client engagements. You’ll participate in (and help lead) virtual meetings, update and maintain financial plans, handle trading, and guide clients through retirement and tax planning decisions. This position is fully remote and involves no marketing or new business development responsibilities.

• Remote Position: Strong preference for the Eastern or Central Time Zone to align with EST business hours. Exceptions will be considered.
• Core Availability:
• Tuesdays, Wednesday Afternoons, and Thursdays for client meetings
• Coverage during stock/bond market trading hours to handle trades and address client needs
• Firm Closed: All major U.S. market holidays
• Culture: Relaxed yet professional, client-centric, transparent, and highly supportive. You’ll receive direct mentorship as the second professional in the firm.

Key Responsibilities

1. Client Meeting Support

• Prepare for and attend virtual client meetings, assisting with agenda planning and note-taking
• Provide prompt post-meeting follow-up and ensure action items are accurately documented

• Create and maintain financial plans using RightCapital and Excel
• Incorporate advanced tax planning (Holistiplan), estate considerations, and retirement distribution strategies

• Execute trades, rebalance portfolios, and monitor allocations via iRebal and Schwab
• Verify compliance and accuracy of trading activities in collaboration with the Principal Advisor

• Prepare and review Schwab paperwork for new/existing accounts
• Oversee account set-up and maintenance with custodians

• Serve as a secondary point of contact, answering questions and providing day-to-day support
• Maintain all client data and communications in Wealthbox

• Adhere to firm and regulatory guidelines
• Stay informed on tax law changes, planning best practices, and industry trends

Qualifications

• CFP Certification (required)
• 3+ years of experience in financial planning or wealth management, preferably working with retirees and high-net-worth clients; 5+ years preferred
• Hands-on trading/rebalancing experience
• Familiarity with RightCapital, iRebal, Wealthbox, Holistiplan, Schwab, and Excel (strongly preferred)
• Strong communication skills: empathetic, clear, organized, and patient
• Proactive, self-motivated, and comfortable working remotely with minimal oversight

Compensation & Benefits

• Base Salary: $95,000 – $120,000 (commensurate with experience)
• Health Insurance: A health insurance reimbursement plan will be considered where a portion of your monthly health insurance cost is reimbursed; may also look at group health insurance for the firm if you are not on a partner’s policy
• Paid Time Off:
• 3 weeks (15 days) of paid vacation per year after the first 3 months, coordinated with the lead advisor for seamless client coverage
• All major U.S. market holidays off; additional holidays also considered
• Professional Development: Support for CFP renewal fees, continuing education, and relevant training

Why Join Us?

• High-Impact Role: You’ll be involved in all client engagements—perfect for someone who loves in-depth planning without the pressure of sales
• Flexible, Remote Work: Enjoy a supportive environment that values work-life balance while still delivering top-tier client service
• Mentorship & Growth: Direct mentorship from the Principal Advisor, plus the potential to evolve into a lead advisor role if the firm continues to expand

How to Apply

Send your resume and a cover letter explaining why you’re the perfect fit to info@manukafinancial.com by March 1st. Please highlight your relevant trading and tax planning experience and familiarity with the specified software tools. And if you’re up for it, a short video of why you think you’ll be a great fit would be appreciated but not required. Interviews will be scheduled in March with a target start date in April. For more information on the firm, visit manukafinancial.com.