Careers

About Meredith Wealth Planning

Meredith Wealth Planning is an SEC-registered, flat-fee fiduciary RIA founded in 2019. We serve about 250 client households across the country, managing roughly $600 million at Schwab. Every client pays the same flat annual fee, so our advice is never tied to how much money someone has with us or which products they buy. We're a small, focused team, and the person in this role will have real influence on how we serve clients and grow.

The role

You'll be a lead advisor at the same level as our current Lead Financial Advisor, taking primary responsibility for the new client households joining the firm. You will not be asked to prospect. We have more inbound demand than we can serve, and those clients need a great planner. Your job is to deliver comprehensive planning and portfolio management to them.

Work where it suits you. If you live in or near southern Illinois, you're welcome to work from our office. If you're elsewhere in the United States, this role can be fully remote. Our clients live across the country and we work with many of them virtually, so either arrangement works.

What you'll do

• Serve as the primary planner and point of contact for a growing book of client households
• Deliver comprehensive financial planning: retirement, cash flow, insurance, estate coordination, and equity compensation
• Lead proactive tax planning, including Roth conversion analysis, tax-loss harvesting, charitable strategies, asset location, and multi-year projections
• Implement and explain our factor-based investment approach using Dimensional and Avantis funds
• Run client meetings, onboarding, and annual reviews, and document advice to fiduciary standards
• Help refine our processes, planning tools, and client experience as the firm grows

What we're looking for

• CFP® certification, or meaningful progress toward it (education complete and exam scheduled or recently passed)
• Several years of experience delivering financial planning directly to clients
• Hands-on tax planning experience; you are comfortable reading a 1040 and modeling the impact of planning decisions
• Working knowledge of factor-based investing and of Dimensional and Avantis strategies, including why size, value, and profitability premiums matter
• Excellent client service and responsiveness. Our clients expect timely, thorough replies and a planner who follows through. You return calls and emails promptly, keep clients informed without being asked, and treat every household like it's your only one.
• Clear, warm communication with clients and a genuine commitment to fiduciary, fee-only advice
• Ability to work independently in a small firm and take ownership of outcomes

Nice to have

• EA, CPA, or CFA designation or coursework
• Experience at a flat-fee or advice-only firm
• Experience with business owners, high-income professionals, or equity compensation
• Experience with RightCapital, Holistiplan, Advyzon, Schwab Advisor Center, and/or iRebal

Compensation and benefits

This is a full-time W-2 salaried position. Base salary is [$XX,000 – $XX,000], with compensation that increases as the client base you serve grows. [Benefits: retirement plan, health insurance, PTO, CE and designation support — to be confirmed.]

How to apply

Complete the form below and attach your resume. We review every application personally and will reach out to candidates whose experience fits the role.

Meredith Wealth Planning is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected status.