[Hiring] Financial Planner / Advisor REMOTE USA

Position: Financial Planner / Advisor

Date Posted: January 13, 2026

Industry: Financial Services / Wealth Management / Investment Advisory

Employment Type: Full Time (W-2 Employee)

Experience: 3–5 years of experience in financial planning or investment advisory services

Qualification: Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field; Active Series 65 License required

Salary: $78,000 – $85,000 per year (based on experience, plus performance bonus)

Location: United States – REMOTE

Company: Melanin Money

Description:
Melanin Money is a mission-driven wealth management company dedicated to closing the wealth gap by empowering people of color to build lasting financial legacies. Through comprehensive financial planning, investment advisory services, and a growing ecosystem of education, coaching, and community, the company supports clients on their journey toward long-term wealth creation and financial independence.

We are currently seeking a Financial Planner / Advisor to join our remote team as a full-time employee. This role is ideal for a strategic, analytical, and client-focused professional who is passionate about helping first-generation wealth builders navigate complex financial decisions with clarity and confidence. The position is open to U.S. residents, with a preference for candidates located in the Eastern Time Zone, and requires availability during standard business hours (9:00 AM – 6:00 PM ET). Occasional travel (3–5 times per year) is expected.

In this role, you will guide clients through all aspects of wealth management, including financial planning, investment strategy, risk management, and long-term goal alignment, while collaborating closely with internal tax, investment, and operations teams to deliver a seamless client experience.

Client Planning & Advisory Responsibilities:

• Conduct in-depth financial planning sessions to assess client goals, financial position, and risk tolerance
• Develop personalized financial plans covering investments, retirement, insurance, debt management, and tax-efficient strategies
• Review and update financial plans regularly based on market conditions and life events
• Educate clients through clear, values-driven conversations that build confidence and long-term commitment

Investment & Portfolio Strategy:

• Recommend investment strategies aligned with client objectives and firm guidelines
• Support portfolio construction and performance monitoring in collaboration with the asset management team
• Stay informed on financial markets, economic trends, and emerging investment solutions

Client Relationship Management:

• Build long-term client relationships based on trust, transparency, and results
• Act as a primary point of contact for client needs, coordinating with tax strategists and internal teams
• Communicate proactively to ensure clients feel informed, supported, and empowered

Collaboration & Continuous Improvement:

• Work cross-functionally with internal teams to deliver a cohesive wealth management experience
• Participate in training sessions and process improvement initiatives
• Stay current on regulatory requirements, industry best practices, and technology tools

Required Qualifications & Skills:

• Bachelor’s degree in a relevant financial or business discipline
• Active Series 65 License (mandatory)
• 3–5 years of hands-on experience in financial planning or advisory roles
• Strong understanding of investment products, retirement accounts, insurance, and tax-aware planning
• Proficiency with financial planning software (such as RightCapital or similar), CRM systems, and Google Workspace
• Excellent communication and interpersonal skills with the ability to build trust across diverse client groups
• Strong analytical mindset, attention to detail, and commitment to fiduciary, client-first standards

Tools Commonly Used in This Role:

• Canva
• Google Sheets
• HubSpot
• Loom
• RightCapital
• Slack
• Zoom

Benefits & Perks:

• Health and personal life insurance
• 401(k) retirement plan
• Generous holiday allowance
• Unlimited paid time off
• Financial planning services
• Flexible remote work schedule

Applications are accepted through January 20, 2026, with an anticipated start date of February 2, 2026.

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