Certified Financial Planner (CFP)

Certified Financial Planner (CFP) – Heart Centered Advisor at Holistic Finance

Location: Remote

Type: Full-time

At Holistic Finance, we believe that true financial planning goes beyond numbers. It is about helping people align their money with their values, purpose, and overall wellbeing. As we continue to grow, we are seeking a Certified Financial Planner (CFP) who combines professional excellence with empathy, authenticity, and charisma to add to our licensed financial team. Our client base consists primarily of doctors, medical professionals, and self employed individuals who are also heart centered.

Many of our clients come from Student Loan Tutor, the nation’s largest student loan advisory company with approximately 10,000 active clients and thousands of professionals served each year. This creates a steady flow of qualified clients and gives Holistic Finance the support of a larger established ecosystem.

Who You Are: You are a CFP who values connection as much as strategy. You enjoy guiding clients to feel empowered and confident in their financial journey. You are the kind of person who listens deeply, communicates with warmth, and genuinely cares about helping others thrive financially and personally.

What You Will Do:

• Partner with clients to develop holistic financial plans that reflect both their goals and values.
• Provide ongoing guidance around investments, cash flow, retirement, tax strategy, and legacy planning.
• Build lasting, trust based relationships through empathy, insight, and clear communication.
• Collaborate with our team to refine and enhance our client experience.
• Contribute to a culture rooted in integrity, compassion, and genuine service.What We ---Are Looking ForCurrent CFP certification (required)
• A charismatic and heart centered communicator
• Three or more years of financial planning or advisory experience
• Strong ethical standards and a genuine desire to help clients thrive
• Experience with eMoney preferred
• Alignment with our holistic approach to wealth and wellbeing

A Plus if You Have: CFA or CPA or Enrolled Agent

Why Join Holistic Finance:

• Work with a mission driven firm where profit is not our only barometer of success.
• Supportive, values based team environment.
• Opportunities for personal and professional growth.
• Competitive compensation.
• Base salary plus commission and bonuses.
• No prospecting required.
• All work is fully remote.

To Apply: Send your résumé and a short note about what heart centered financial planning means to you.

Job Type: Full-time

Pay: 80,000.00 - 140,000.00 per year plus commission and bonuses

Work Location: Remote

English-Fluent