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Senior Transportation Engineer
Boutique Recruiting
Santa Rosa, CA
- $175,000 USD / year
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Litigation Assistant or Paralegal
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Sherman Oaks, CA
- $100,000 USD / year
Added 3 hours ago
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Litigator
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null, CA
- $225,000 USD / year
Added 3 hours ago
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Insurance Bad Faith Defense Attorney
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null, CA
- $300,000 USD / year
Added 4 hours ago
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Fuel System Installer / Fuel System Technician – ICC Certified
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San Diego, CA
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Fuel System Technician
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Los Angeles, CA
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Property Manager
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Birmingham, AL
- $80,000 USD / year
Added 4 hours ago
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Director of Communications
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Scottsdale, AZ
- $125,000 USD / year
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Assistant Director
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Los Angeles, CA
- $125,000 USD / year
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Financial Advisor
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- $75,000 USD / year
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Strategy Advisor
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Charlotte, NC
- $75,000 USD / year
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Sales
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- $100,000 USD / year
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- $100,000 USD / year
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Los Angeles, CA
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Las Cruces, NM
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Bowling Green, OH
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Added 1 day ago
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Sacramento, CA
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Fredericksburg, VA
- $140,000 USD / year
Added 1 day ago
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Sales Manager
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New York, NY
- $130,000 USD / year
Added 1 day ago
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Regional Maintenance Manager
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Calabasas, CA
- $120,000 USD / year
Added 1 day ago
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VP, Investment Banking- Capital Markets
Boutique Recruiting
Dallas, TX
- $225,000 USD / year
Added 1 day ago
Administrative Assistant
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Las Vegas, NV
Added 1 day ago
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Receptionist/Admin Assistant
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- $60,000 USD / year

Boutique Recruiting

Financial Planner

Lakeside, MT, United States

$125,000 USD / year

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Job details

Pay: $125,000 USD / year
Apply by: Jan 28, 2027
Education: Bachelor’s degree
Experience: 3+ years of financial planning or wealth management experience
Posting language: English
Posted: Oct 30, 2026

Original job description

Position Title: Financial Planner

Salary: $90,000–$125,000 / Year, DOE + Annual Bonus

We are seeking a mostly remote Financial Planner to join our close-knit team and help serve a growing client base with over $1.2 billion in assets under management. This is a unique opportunity to work directly alongside experienced advisors, build trusted client relationships, and develop into a lead financial planner over time. During your first several months, you'll gain hands-on experience supporting both financial planning and firm operations before gradually transitioning into a larger client-facing advisory role. This role is ideal for a motivated financial professional with a strong passion for investing, financial planning, and long-term relationship management who wants to grow their career with a highly successful independent Registered Investment Advisory (RIA) firm.

Responsibilities

Assist senior advisors with developing comprehensive financial plans for clients
Participate in client meetings and gradually build relationships with existing clients
Provide investment recommendations and financial planning support
Open new investment accounts and assist with account administration
Support operational and administrative functions as needed during onboarding and training
Collaborate with advisors on client service initiatives and planning strategies
Participate in client team meetings and become an integral part of ongoing client relationships

Requirements

Bachelor's degree required
3+ years of financial planning or wealth management experience
Strong passion for financial markets, investing, and company research
Excellent communication and relationship-building skills
Ability to work independently in a remote environment after training
Candidates currently working toward CFP certification (completed Level I or II) will also be considered

Benefits

401(k) with company match after one year & Annual bonus
Flexible hybrid work environment with approximately 90% remote work
Employer-sponsored healthcare with flexible contribution options
Flexible PTO policy, including vacation and sick time that increases with tenure

If you're passionate about financial planning, enjoy building lasting client relationships, and want to grow with a successful independent wealth management firm, we'd love to hear from you. Apply today!

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More about this job

Skills

Financial planning
Financial markets
Research
Communication skills
Relationship building
Work independently

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