[Hiring] Financial Planner CPA and CFP®/PFS™ @Aurelius Family Office

Role Description

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
• 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
• Estate strategies

Beyond direct client deliverables, you will empower our advisory team through:

• Sophisticated financial planning research
• Complex strategy development for clients and prospects

Other key deliverables include:

• Summarizing client and prospect meeting notes and assigning tasks
• Researching and participating in projects designed to maximize client service
• Reviewing insurance strategies, employee benefits retirement planning, and charitable planning
• Evaluating/refining asset allocations to ensure the investment portfolio matches the client’s risk profile and projected returns
• Mentoring and providing training and guidance to AFO associate planners

Qualifications

• Certified Public Accountant 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
• Excellent communication skills with a client-oriented focus
• A humble spirit
• 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

Benefits

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

Company Description

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