Financial Planner CPA and CFP®/PFS™

Aurelius Family Office LLC (Bedford, NH) is seeking an experienced Financial Planner holding both CFP®/PFS™ and CPA designations for a remote career opportunity.

As a key member of our team, you will design comprehensive financial plans integrating investment management, retirement milestones, tax optimization, risk management, philanthropic goals, and estate objectives. By leveraging advanced planning tools, you will analyze clients' financial landscapes and deliver actionable strategies that support both short-term security and long-term wealth accumulation.

Reporting to the Senior Director of Financial & Tax Planning, you will craft comprehensive financial plans encompassing retirement projections, tax estimates, risk analyses, and estate strategies. Beyond direct client deliverables, you will empower our advisory team through sophisticated financial planning research and complex strategy development for clients and prospects. Other key deliverables:

• 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/refine asset allocations to ensure the investment portfolio matches the client’s risk profile and projected returns to meet the family’s financial goals.
• Mentor and provide training and guidance to AFO associate planners.
  
  

Required Qualifications:

• Certified Public Account with a Personal Financial Specialist or CERTIFIED FINANCIAL PLANNER™ designation
• 10+years of experience working with SEC registered RIA firm
• Bachelor’s degree in a related field
• Outstanding problem-solving skills (you think outside the box and develop innovative solutions)
• Excellent communication skills with a client-oriented focus (you engage your team members, clients and vendors to maximize information exchanges)
• A humble spirit (you share your knowledge with team members while being open to learn from others)
• Working knowledge of investments, insurance, employee benefits and retirement planning
• Ability to work seamlessly with Microsoft Office (including Word, Excel and PowerPoint)
• Familiarity with Wealthbox, Holistiplan, InStream, Orion, eMoney preferred
• High integrity and strong work ethic
  

Outstanding Total Rewards provided (i.e. base salary, quarterly revenue sharing, broad employee benefits package - medical, dental, vision, LTD, and STD).

Virtual interviews will begin in mid-to-late November.