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: hiring@actadvisors.com

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

ACT Advisors

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Financial Planner (CFP®)