Associate Financial Planner (1099 Contractor)Join the Leaders in Childfree Wealth ManagementLocation: Remote (U.S. Based) | Compensation: 50% Revenue Share | Status: 1099 Contractor | CFP Certification (Required)Most financial planning is built around a single assumption: that you are planning for the next generation. At Childfree Wealth, we do things differently. We are a fast-paced, remote team of eight dedicated to serving a vibrant, growing niche of clients who are intentionally living life without children.We dont do "business as usual." We are flat-fee based, unapologetically focused on our niche, and committed to a culture of continuous improvement. We are looking for an experienced Associate Planner with a CFP certification who is as comfortable closing a lead as they are building a "Die With Zero" style financial plan.The Role: Partnering for ImpactReporting to the COO and collaborating daily with our Director of Financial Planning, you will be the primary guide for our clients. This isnt a "back-office" role; you will be on the front 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 prepared to provide expert insights and empathetic guidance. During the Checkup, you will bridge the gap between where clients are now and where they want to be, skillfully navigating them through the funnel toward a long-term partnershipComprehensive Planning: Lead 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 Altruist & 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 Zero" 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 make our client experience even better.Collaborative Growth: Support the development of your teammates and stay in constant contact with leadership to ensure our financial plans are world-class.Why Join Us?Teamwork: In our "team of teams," your voice isn't just heardits 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 Niche: You get to work with clients who are often overlooked by traditional firms. Helping someone plan for a life of freedom without the "standard" family constraints is incredibly rewarding.Eliminate Prospecting: Skip the hardest part of the business. We provide a consistent stream of qualified prospects who have already engaged us through a scheduled, paid Childfree Wealth Checkup with you.Continuous Improvement: We don't believe in "the way we've always done it." If you have a better way to run a workflow or explain a concept, we want to hear it.What You Bring to the TableTechnical Requirements & Certifications:CFP Certification (Required)Bachelors Degree (Required)3+ years of client-facing financial planning experience post-CFP (Preferred).Tech Stack: High proficiency in Google Workspace and quick to adopt new financial technology tools. Experience with RightCapital, Wealthbox, and Altruist 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 Side:The Closer's Mindset: Significant experience in business development and "closing" the sale of financial services.The Self-Starter: You dont wait for a manual; you ask the right questions and build the process.Attention to Detail: You believe that a financial plan is a work of art where every decimal point matters.Feedback-Ready: You thrive in a continuous feedback environment where each person openly works to get better every day.How to ApplyIf our Core Beliefs resonate with you and youre ready to help us redefine what wealth management looks like for the Childfree community, wed love to meet you.Childfree Wealth is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all team members.
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