Financial Planner at a Not-So-Boring RIA (Virtual)

Posted: 17-Jul-26 • Location: Edina, Minnesota • Type: Full Time • Internal Number: 002

About the role

Exhale Wealth is looking for a Financial Planner who loves financial planning as much as we do. You'll work directly with our founder, Matt, helping deliver comprehensive financial planning to successful tech professionals across the country. You'll own financial plan implementation, client follow-up, and become an integral part of our client relationships, without the pressure of sales or business development. Over time, this role is designed to grow into a Lead Advisor position.

Exhale Wealth was founded four years ago and has grown to serve more than 70 client families with over $80 million in assets under management. As we've grown, we're looking for someone who enjoys building systems, refining processes, and creating a consistently exceptional client experience. Matt loves exploring new planning ideas and technology, and we're looking for someone who enjoys turning those ideas into repeatable, scalable processes.

Responsibilities

• Own the financial planning workflow from meeting preparation through implementation and ongoing client follow-up
• Prepare meeting materials and handle meeting follow-up
• Manage correspondence with clients on ad hoc requests
• Follow up with, and assist clients with action items
• Assist clients with budgeting in Monarch Money
• Continuously develop your technical expertise and client communication skills through continuing education
• Help evolve our client service model into scalable, repeatable client deliverables and workflows

You won't be required to bring in any new business, sell anything, or be in an office.

Requirements

• CFP® professional or actively pursuing the designation
• 5+ years of professional experience, including at least 3 years in financial planning
• Obsessed with delivering exceptional client service
• Loves checklists, workflows, and process improvement
• Can work independently without needing constant direction
• Doesn't take themselves too seriously

Bonus points if you have experience with:

• Tax return preparation or analysis
• Equity compensation planning

Benefits

• 20 days PTO + 8 flex days + Early checkout on Summer Fridays
• 401(K) with 3% match
• $4,000 annual health insurance stipend

Pay

$70,000 - $110,000 (depending on experience)

About Exhale Wealth

We serve over 70 clients with over $80 million AUM. We are a planning-focused RIA with increasing attention on Life Planning. We primarily work with clients age 35-50. The current team is Matt (based in Minnesota) and Olivia (based in Michigan). Our virtual water cooler talk ranges from football to trashy television (heavy focus on Love Is Blind). We meet daily for ~20-40 minutes but otherwise work is largely done independently and through email/messaging.

Most of our clients are:

• High income (> $400k/yr)
• Age 35-50
• Work in tech and have equity compensation
• Scattered across the US with a heavy concentration in the Bay Area

Career Growth

Exhale Wealth has experienced exceptional growth over the past four years, and we don't plan on slowing down anytime soon. That growth creates opportunities for our team to take on greater responsibility, develop new skills, and increase their compensation over time. We believe careers should be built around individual strengths. Some team members may lean more toward operations, financial planning, or business development as they grow.

The progression below illustrates one potential path toward becoming a Lead Advisor:

• Client Service Associate / Paraplanner ($50-$80k)
• Financial Planner ($80k - $140k)
• Sr. Financial Planner ($140k - $220k)
• Lead Advisor / Partner ($220k - $400k + Equity)