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

Loading... Please wait. Expand Show Other Jobs Job Saved Save Job Financial Planner at a Not-So-Boring RIA (Virtual) Exhale Wealth Management Facebook X LinkedIn Share Application Captcha / Bot Check Copy from here to here Click to hear these letters. What is this? The application opened in a new tab. You may close this popup. By using this feature you agree to our Terms and Conditions and Privacy Policy. Details Posted: 17-Jul-26 Location: Edina, Minnesota Type: Full Time Salary: $70,000 - $110,000 Categories Wealth Management Sector Wealth Management Internal Number: 002 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. Application Process Please Email Your Resume To Matt.pruitt@exhalewealth.com Along With a Short Loom Video (3–5 Minutes) Introducing Yourself. We'd Love To Hear A little about yourself and your backgroundYour favorite part of financial planningWhat excites you most about this opportunityOne hobby or interest you enjoy outside of finance Don't worry about making it perfect, we're much more interested in getting to know you than seeing a polished presentation. Applications will be accepted through July 31. We expect to complete first-round interviews during August, with a target start date of late September. < < < < < < < < < And for the full details > > > > > > > > > We Are Looking For Someone Who Is a CFP® professional or actively pursuing the designationHas 5+ years of professional experience, including at least 3 years in financial planningIs obsessed with delivering exceptional client serviceLoves checklists, workflows, and process improvementCan work independently without needing constant directionDoesn't take themselves too seriouslyBonus points if you have experience with:Tax return preparation or analysisEquity compensation planning The Role Virtual position, expected to meet 1-2x per year in personSalary: $70,000 - $110,000 (depending on experience)20 days PTO + 8 flex days + Early checkout on Summer Fridays401(K) with 3% match$4,000 annual health insurance stipend You Will Own the financial planning workflow from meeting preparation through implementation and ongoing client follow-upPrepare meeting materials and handle meeting follow-upManage correspondence with clients on ad hoc requestsFollow 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 businessSell anythingBe in an office About Exhale We serve over 70 clients with over $80 million AUMWe are a planning focused RIA with increasing attention on Life PlanningWe primarily work with clients age 35-50The 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 e-mail / messaging.Most of our clients are: High income ( > $400k /yr), Age 35-50Work in tech and have equity compensationScattered 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) Create a Job Match for Similar Jobs About Exhale Wealth Management Connections working at Exhale Wealth Management https://fpajobboard.org/jobs/22434412/financial-planner-at-a-not-so-boring-ria-virtual