Financial Planner

About HNW Financial

At HNW Financial, we believe financial planning is about more than money. It’s about people. We’re a boutique, relationship-first financial planning firm built on trust, legacy, and long-term care of our client families. As we continue to grow, we’re looking for a Financial Planner who is passionate about helping people thrive.

Role Description

This is a foundational role for someone who wants to build a long-term career in Financial Planning. You’ll work directly with experienced Financial Planners who are nationally respected, learning every dimension of personal finance and wealth stewardship, not through transactions, but through mentorship, shadowing, and real human connection.

What You'll Do

• Support the creation and maintenance of comprehensive financial plans
• Assist in preparing meeting materials, client summaries, and financial projections
• Conduct research on investments, insurance, retirement strategies, and estate planning
• Participate in client meetings alongside senior planners to learn and contribute
• Ensure plans are implemented with accuracy and care through collaboration with our operations team
• Learn our unique approach to behavioral investment counseling
• Grow into managing long-term relationships with families over time

What We're Looking For

You're someone who:

• Has 2–5 years of experience in financial planning, wealth advisory, or related
• Holds or is pursuing the CFP designation
• Is organized, thoughtful, and highly responsive. People know they can count on you!
• Has strong attention to detail and follow-through, you don’t let things slip
• Enjoys deep, long-term relationships, not surface-level networking or sales
• Feels drawn to financial planning as a calling, not just a job
• Takes initiative, loves learning, and seeks mentorship

What We're Not Looking For

This role may not be right for you if:

• You’re focused on commissions, quotas, or quick wins
• You prefer working independently without much collaboration
• Your interest is in chasing popular investment trends or crypto schemes
• You’re uncomfortable starting in a supportive role and growing into leadership over time

Why Join The Team?

Working at HNW means stepping into a firm that’s intentional about your growth and deeply committed to its people. Here’s what you can expect:

• Daily mentorship from Senior Financial Planners with a combined 70 years of industry experience
• A clear, personalized growth path toward becoming a Lead Financial Planner
• Exposure to complex planning areas: investment strategy, estate, tax, insurance, and retirement
• A team that treats clients and each other like family
• A stable, respected firm that values people over pressure
• Competitive compensation and long-term professional opportunity
• Access to an on-site gym

Start Date: Flexible. We’ll wait for the right fit but we are ready to hire now!

Compensation: $75,000 - $120,000 (based on experience and licensing status)

This role also includes performance-based incentives aligned with client growth, retention, and long-term contribution. Earning potential is uncapped for those who lean in and grow with the firm.

HNW Financial is not yet the largest or most well-known, but we are growing rapidly. We're looking for talented people to help us and our clients achieve their goals. We understand that extraordinary human ability is a scarce resource in high demand. If you think you've got what it takes and are interested in our company, apply now!