Wealth Planner

We help clients align their financial resources with their life's purpose — building lives, and legacies, rich in meaning. As we grow, we're assembling a team that challenges the status quo and aligns wealth with what matters most.

Journey Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

• A true planning team. Peers, shared standards, and a manager invested in your craft.
• We invest in your credentials. We support your pursuit of the CFP and related designations.
• Room to grow as we do. A fast-growing firm means real paths forward — toward senior planner, team lead, or advisor, depending on where you want to go.
• Strong benefits, including health insurance, 401(k), and PTO.
• A culture guided by our values. Trust, Authenticity, Abundance, and Grit.

Objective:
This is a role for someone who wants to go deep on the craft of financial planning — the modeling, the strategy, the moment a complex situation finally becomes a clear recommendation.

Journey Wealth is a fast-growing RIA, and we're building a centralized planning team to power it. You won't be tied to one advisor's book. You'll be part of a dedicated planning engine that serves the whole firm, which means more variety, faster skill-building, and teammates who care about getting it right — not a solo seat where you reinvent the wheel on every plan.

You'll build and deliver comprehensive financial plans across the firm's client base, working from a shared, repeatable process that keeps quality high as we grow. Because you'll see the full range of what our clients face, you'll build range fast — and as an early member of the team, you'll help shape the templates, workflow, and standards the function runs on.

• Build comprehensive financial plans across cash flow, tax strategy, retirement and income, estate, insurance, and risk.
• Partner with advisors firm-wide to prep for client meetings — running scenarios, modeling strategies, and packaging insights they can present with confidence.
• Turn complex, multi-faceted situations into clear recommendations.
• Help build the team's playbook as we scale.

• A strong foundation in financial planning across the core domains above.
• Experience with planning software (eMoney or similar) and Salesforce.
• The analytical judgment to turn data into a recommendation — and the organization to run multiple plans in parallel without being chased.
• Clear communication and a collaborative instinct.
• A clean U4 record is required.

• Computer Skills
• Knowledge in Microsoft Office
• Ability to work within a team
• We are a highly team-oriented firm, and team interaction will be critical to your success in this role.
• Client confidentiality
• Protecting client confidential information is paramount.
• Strong business acumen
• Professional behavior and self-presentation
• Capable of critical thinking
• Possess a solution-oriented mindset
• Time management skills to meet required deadlines

• Bachelor's degree in Finance, Economics, or a related field.
• CFP, CPWA, CPA/PFS — held or actively pursued.