Senior Financial Planner

Stash Wealth
Charlotte, North Carolina
Salary (commensurate with experience) + bonus. No prospecting required.
Closing date
Dec 14, 2021

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification
Not necessary
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Stash Wealth is the only financial advisory firm that exclusively serves HENRYs [High, Earners, Not Rich Yet]. We have disrupted the financial services industry by focusing on the empowerment of 20 and 30-somethings who are largely ignored by Wall Street.

We are looking for talented financial planners who are looking to support the modernization of financial services and provide a new school experience for young professionals.

What you’ll do…

  • Receive training in our proprietary financial planning process.
  • Build and deliver financial plans (with the support of our internal tools) to a dedicated group of HENRY clients. 
  • Deliver ongoing financial advice and guidance through video and email communication.
  • Use your understanding of behavior finance to motivate clients to achieve their goals.
  • Cultivate high-quality relationships through white-glove service and thoughtful cliente engagement (ex. sending a good luck note before a job interview.)
  • Maintain record keeping standards for compliance and relationship-management purposes.
  • Proactively streamline and operationalize existing processes with an eye for scalability.
  • Contribute feedback and ideas to support the ongoing development of the proprietary software you use everyday.


Who you are…

  • You have the Series 65 license or CFP® designation.
  • You have at least 3-4 years of financial planning experience. eMoney/MoneyGuidePro experience is a plus.
  • You have experience managing relationships and are an excellent communicator.
  • You are a mission-driven, client-centric individual.
  • You enjoy exercising your fluency in the world of personal finance to educate others.


What makes this opportunity unique…

  • Prospecting not required.
  • Dynamic, fast-paced environment, unique to start-ups and fast growth companies.
  • The support of an established company and leadership that cares about your personal growth and development. 
  • On the job training in our proprietary, cutting-edge financial planning tools and philosophy. 
  • The opportunity to be a part of a company that is revolutionizing financial services.


Compensation: Salary + Bonus, no prospecting!

To apply: Email resume to


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