Financial Planner (Remote)
Sanctuary WealthFully Remote
Posted February 2, 2026
85000 - 140000 USD
Full Time
About the Company
Merit Wealth Management is a boutique, fee-only, fiduciary-focused wealth management firm serving high-impact professionals who own their own business and are seeking or have realized financial independence.
Job Description
We are seeking a senior-level Financial Planner to join our team at Merit Wealth Management. The ideal candidate will have 5-8+ years of experience in financial planning or wealth management and a strong background in working with high-income professionals and business owners. The role involves building and implementing comprehensive financial plans, managing portfolio implementation, and taking ownership of financial planning systems. A CFP certification is highly preferred, and experience with RightCapital and other financial planning platforms is a plus.
Requirements
- 5-8+ years of experience in financial planning or wealth management
- Experience working with high-income professionals and business owners
- CFP certification highly preferred
- CPA, EA, CPWA, and CEPA credentials considered a strong plus
- Experience with RightCapital, Schwab Institutional, Advyzon CRM & Portfolio Management, Holistiplan, Kwanti, Dimensional Fund Advisors, and Vanilla estate planning software
- Mature, steady, and professional presence
- Implementation-oriented mindset
- Strong communication, detail orientation, and relationship focus
Benefits
- Base Salary $85k-$140k
- Performance incentives
- Bonus
- Benefits
