Financial Planner CPA and CFP®/PFS™

Aurelius Family Office • Bedford, NH

6d • Remote

About The Position

Aurelius Family Office LLC is seeking an experienced Financial Planner holding both CPA and CFP®/PFS™ designations for a remote opportunity. The planner will develop comprehensive financial plans integrating investment management, retirement milestones, tax optimization, risk management, philanthropic goals, and estate objectives. Using advanced planning tools, the planner will analyze clients’ financial situations and provide actionable strategies supporting short-term security and long-term wealth accumulation.

Reporting to the Senior Director of Financial & Tax Planning, the planner will prepare financial plans covering retirement projections, tax estimates, risk analyses, and estate strategies. The role also supports the advisory team with financial planning research and complex strategy development for clients and prospects. Additional work includes summarizing meetings and assigning follow-up tasks, contributing to service-improvement projects, reviewing insurance, employee benefits, retirement and charitable planning, refining asset allocations, and mentoring associate planners.

Requirements

• Certified Public Accountant (CPA) with a Personal Financial Specialist (PFS) or CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.
• 10+ years of experience working with an SEC-registered RIA firm.
• Bachelor’s degree in a related field.
• Outstanding problem-solving skills and ability to develop innovative solutions.
• Excellent communication skills with a client-oriented focus and ability to engage team members, clients, and vendors.
• Humble approach, willingness to share knowledge with team members, and openness to learning from others.
• Working knowledge of investments, insurance, employee benefits, and retirement planning.
• Ability to work seamlessly with Microsoft Office, including Word, Excel, and PowerPoint.
• High integrity and strong work ethic.

Nice To Haves

• Familiarity with Wealthbox, Holistiplan, InStream, Orion, or eMoney.

Responsibilities

• Craft comprehensive financial plans encompassing retirement projections, tax estimates, risk analyses, and estate strategies.
• Provide financial planning research and develop complex strategies for clients and prospects.
• Summarize client and prospect meeting notes and assign tasks.
• Research and participate in projects designed to maximize client service.
• Review insurance strategies, employee benefits retirement planning, and charitable planning.
• Evaluate and refine asset allocations to align investment portfolios with clients’ risk profiles, projected returns, and family financial goals.
• Mentor and provide training and guidance to associate planners.

Benefits

• Base salary
• Quarterly revenue sharing
• Broad employee benefits package, including medical, dental, vision, long-term disability (LTD), and short-term disability (STD).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior