About Us
ACT Advisors is a fee-only fiduciary wealth management firm with offices in Asheville, NC and Charleston, SC, serving clients nationwide. Our core values—Trust, Fiduciary Duty, Authentic Compassion, and Discretionary Effort—guide everything we do.
We deliver comprehensive financial planning and investment management to senior executives, high-net-worth families, and retirees. Our approach centers on deep, integrated financial planning—aligning investments, tax strategy, and long-term decision-making into a structured, comprehensive planning process.
We operate as a tech-forward, process-driven firm and actively incorporate technology and AI into our planning and operational workflows to improve consistency, efficiency, and overall client outcomes. Our team works with a high degree of autonomy, utilizing EOS structures to maintain clear communication, accountability, and efficient execution.
Position Overview
We are seeking a Certified Financial Planner (CFP®) to take ownership of financial planning execution across the firm. This is a career planning role, not an advisor or sales track.
You will be responsible for the full planning process—data gathering, data entry, analysis, reporting, deliverables, and meeting preparation—across both ongoing AUM client relationships and subscription financial planning engagements.
You will work directly with advisors and clients, with responsibility for ensuring that planning across the firm is consistent, accurate, and executed at a high level.
This role requires someone who takes ownership of planning outcomes and is motivated to continuously improve how planning is delivered. Ultimately, this position is best suited for someone who takes initiative, leans in without being asked, and takes pride in producing thorough, accurate, and complete planning work.
This is a fully remote role for U.S.-based candidates.
Key Responsibilities
Planning Execution & Ownership
- Own all financial planning deliverables across the firm
- Execute planning for ongoing AUM relationships and subscription based engagements
- Ensure consistency, quality, and depth across all client plans
Client Coordination
- Work directly with clients to gather documents and required information
- Coordinate scheduling of planning meetings and follow-ups
- Support advisors in client meetings by preparing materials and participating as needed
Analysis, Reporting & Deliverables
- Build and maintain comprehensive financial plans, including accurate data entry and ongoing updates
- Translate complex financial data into actionable insights
- Develop observations, recommendations, and planning strategies based on client data, producing work that is complete, accurate, and ready for the client
- Own ongoing client reporting, including structured daily Orion performance reporting within a systemized, batch-driven workflow
Process & Systems
- Maintain and improve planning workflows and templates
- Leverage technology and automation to increase efficiency
- Ensure data integrity across planning systems
Qualifications and Requirements
- CFP® designation required
- 5+ years of financial planning experience within an RIA or similar firm
- Strong experience preparing and maintaining comprehensive financial plans
- Hands-on experience building financial plans in eMoney (required)
- Strong proficiency with financial planning technology and comfort working in a tech-forward, AI-enabled, system-driven environment
- Experience managing performance reporting and planning outputs across multiple systems is strongly preferred
- High attention to detail and ability to manage multiple workflows
- Comfortable working in a structured, process-driven environment
- Ability to collaborate effectively with clients and team members in a virtual environment using video and shared digital workspaces
- Strong communication skills and professionalism with clients
- Experience working with executive compensation structures (e.g., CASD/split-dollar, stock options, deferred compensation) is a plus
Technical Experience Preferred
- eMoney (required)
- Redtail CRM
- Orion
- PreciseFP or similar tools
- Holistiplan
- Experience with automation and AI tools in financial planning workflows is strongly preferred
Compensation & Benefits
- Salary: $80,000 – $95,000 annually, based on experience
- 401(k) with employer matching
- Pension plan participation
- Health insurance
- Short-term disability and life insurance
- 3 weeks paid time off (PTO) to start
- 10 paid holidays annually
To Apply
Please submit your resume along with a cover letter describing your experience in financial planning, your approach to delivering high-quality planning work, and how your values align with ACT Advisors’ core principles.
Email: [email protected]
Applications without a cover letter will not be considered.
Pay: $80,000.00 - $95,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Retirement plan
Experience:
- comprehensive financial planning: 5 years (Required)
License/Certification:
- CFP® designation (Required)
Work Location: Remote
