Shape the Future of Wealth Management
Join our team of specialists creating breakthrough solutions for wealthy families.
Be part of the Virtual Family Office revolution transforming how wealth is preserved and grown across generations.
Why Palmer Wealth Group™ is Different
Wealth management is changing fast, and most firms are getting left behind.
Today’s wealthy families need teams of experts, not just one advisor. They need help with business planning, tax strategies, and multi-generational wealth transfer, not just investment picking.
Palmer Wealth Group™ was built for this new reality. Our Integrated Legacy Framework connects every part of a family’s financial life together. Instead of treating investments, taxes, estate planning, and business advice as separate things, we see them as parts of one big puzzle.
Our Virtual Family Office alliances make this possible. We partner with top tax experts, lawyers, business advisors, and other specialists. When clients need help, they get a complete team working together.
This creates better outcomes for clients and better careers for advisors.
You work on sophisticated challenges with expert support in every area. The traditional model of individual advisors working alone is becoming outdated. Forward-thinking professionals choose collaborative teams that deliver comprehensive solutions.
Amplify Collective Success
Join an ensemble where your individual strengths combine with others to create exceptional outcomes.
Work alongside specialists in tax planning, estate law, business advisory, and portfolio management.
Share expertise and learn from colleagues while serving clients together.
Experience how collaboration produces better results than working alone.
Your success directly contributes to team success, creating a supportive environment where everyone grows together.
Exit Planning and Business Advisor
Join Palmer Wealth Group as Exit Planning and Business Advisor. Lead sophisticated business transition strategies for high-net-worth clients. Develop comprehensive exit plans, build strategic partnerships, and drive practice growth in our collaborative, flexible environment.
Retirement Plan Advisor
Lead our business transition and succession planning initiatives, working closely with business owners to develop comprehensive exit strategies and value enhancement programs.
Wealth Advisor
Lead client acquisition targeting sub-ultra-high net worth families through strategic events, partnerships, and collaborative team networking.
Wealth Manager
Serve as the team’s investment authority across portfolios, insurance, and alternatives while managing client relationships through quarterly reviews and financial planning support.
Wealth Planner
Build personalized financial strategies for sophisticated clients through comprehensive planning and annual reviews while collaborating with specialized team members.
Accelerate Your Legacy Impact
We understand that exceptional professionals like you don’t just change jobs – you seek opportunities to elevate your impact and contribute to something transformational. Palmer Wealth Group™ represents exactly that opportunity: a chance to redefine what’s possible when collaborative expertise meets sophisticated client needs.
If you’re ready to amplify your professional legacy while building meaningful relationships with clients who appreciate excellence, we want to understand your vision. This isn’t just about finding your next position – it’s about discovering how your expertise can shape families’ financial futures while advancing your own career to new heights. Let’s have that conversation.
Design Your Family's Legacy
Start building wealth that lasts generations with our personalized family office
approach.
Start Your Journey
Thank you for considering Palmer Wealth Group™ as your next career move. We’re seeking collaborative professionals who excel at serving high-net-worth clients and value working as part of an expert team. If you’re ready to move beyond traditional wealth management and help families build lasting legacies through our innovative approach, we’re excited to learn about your experience and aspirations.
Exit Planning and Business Advisor
Executive Summary
Palmer Wealth Group™ is transforming into a distinguished wealth management firm serving sub-ultra high-net-worth clients. Affiliated with Commonwealth Financial Network®, the firm delivers bespoke investment solutions while maintaining advisory independence.
Our investment philosophy combines traditional expertise with quantitative methodologies, supported by strategic talent acquisition of certified professionals (CFP®, ChFC®, CEPA®, CExP®, CRPS®, CFA®, and MBAs). Our proprietary Integrated Legacy Framework will be delivered through local Virtual Family Office (VFO) alliances.
The firm is expanding capabilities in business advisory and exit planning through specialized recruitment focused on business transition expertise. Our Commercial Wealth Management division will establish innovative partnerships with payroll and HR firms, creating integrated solutions that enhance partners’ offerings through customized protocols.
Investment capabilities include direct Wrap MF programs, SMA/UMA implementations, closed-end funds, IPO access, fixed-income strategies, structured products, and alternative investments.
This strategic evolution positions Palmer Wealth Group™ as an essential partner in wealth creation, preservation, and transfer, serving contemporary wealth holders who require sophisticated, comprehensive solutions beyond traditional financial services.
Prime Directive
Lead the team’s exit planning and business advisory practice through business development and relationship building with clients and their trusted advisors. Create sophisticated exit plans and provide business advisory services independently of exit planning needs. Collaborate with Virtual Family Office alliance partners and lead the vetting and selecting new partners. Oversee comprehensive exit plan implementation.
Opportunity
Core team members will thrive in our collaborative, flexible environment. This position offers:
- A culture dedicated to professional development that embraces innovative thinking and new approaches
- Flexible scheduling and work-life balance as a key member of our growing team
- Experience serving sophisticated clients with complex financial planning needs
The ability to focus on serving business owners with minimal competing demands
About the Position
The Exit Planning and Business Advisor is the team’s primary expert in business transition planning and value acceleration. Responsibilities include:
- Develop and execute comprehensive exit plans for business owner clients, incorporating analysis, strategic planning, tax optimization, and wealth transfer to maximize after-tax proceeds and ensure successful transitions.
- Build and maintain exit planning infrastructure, including standardized processes, analytical tools, and resources that enable consistent delivery of sophisticated advisory services across the practice.
- Participate in developing Virtual Family Office partnerships, especially those integral to exit plan formation and implementation.
- Drive business development through strategic networking, educational events, and thought leadership positioning Palmer Wealth Group™ as an important exit planning resource for business owners.
Responsibilities
Strategic Leadership
- Design and implement exit planning service model aligned with Integrated Legacy Framework™ and wealth management capabilities
- Develop standardized processes and tools for business analysis, exit readiness assessments, and value enhancement planning
- Create strategic partnerships with exit planning specialists, investment bankers, business brokers, and other critical professionals
- Lead development of thought leadership content and educational programming for business exit planning
Client Advisory
- Conduct discovery meetings with business owners to understand objectives, timeline, and constraints for business transition
- Create comprehensive exit plans addressing value enhancement, tax efficiency, estate planning, and wealth management
- Partner with Wealth Managers and Planners to integrate exit planning with broader financial strategies
Practice Development
- Drive practice growth through strategic networking, referrals, and educational programming
- Design and deliver high-impact presentations and events on exit planning
- Develop marketing materials and thought leadership demonstrating firm expertise
- Build relationships with centers of influence serving business owner clients
Qualifications and Skills
Required Credentials
- A degree (whether bachelors or masters) in business, finance, accounting or related field
- Advanced certifications such as CEPA®, CExP™, or CM&AA
- Minimum of 3 years of experience in financial advising, exit planning, investment banking, or related business advisory roles
- Series 7 & 66 licenses (or ability to obtain within 90 days)
- Life, Accident, and Health Insurance License (or ability to obtain within 90 days)
- Uphold CFP® Board Standards:
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, clients, the CFP® board, and continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
Technical Expertise
- Deep understanding of business analysis methodologies and value drivers
- Expertise in exit planning frameworks and methodologies
- Strong knowledge of tax and estate planning strategies for business owners
- Familiarity with M&A processes and transaction structures
Leadership & Communication
- Exceptional relationship management skills with ability to build trust with sophisticated clients
- Strong presentation and public speaking capabilities
- Proven ability to lead complex projects involving multiple stakeholders
- Excellence in written and verbal communication across technical and non-technical audiences
Compensation & Benefits
- Advisors with a book of business: Variable compensation calculated as 45% of their allocated share (stake) of total team gross revenue
- Full support for maintaining your professional credentials, including coverage for accreditation fees, continuing education requirements, and access to additional training and educational opportunities
- Semi-flexible work arrangements to help you maintain an optimal work-life balance
- Comprehensive health coverage with 100% employer-paid premiums for medical, dental, and vision insurance
- A robust 401(k) retirement plan featuring dollar-for-dollar matching up to 6% of your contributions, plus additional profit-sharing opportunities
Retirement Plan Advisor
Executive Summary
Palmer Wealth Group™ is transforming into a distinguished wealth management firm serving sub-ultra high-net-worth clients. Affiliated with Commonwealth Financial Network®, the firm delivers bespoke investment solutions while maintaining advisory independence.
Our investment philosophy combines traditional expertise with quantitative methodologies, supported by strategic talent acquisition of certified professionals (CFP®, ChFC®, CEPA®, CExP®, CRPS®, CFA®, and MBAs). Our proprietary Integrated Legacy Framework will be delivered through local Virtual Family Office (VFO) alliances.
The firm is expanding capabilities in business advisory and exit planning through specialized recruitment focused on business transition expertise. Our Commercial Wealth Management division will establish innovative partnerships with payroll and HR firms, creating integrated solutions that enhance partners’ offerings through customized protocols.
Investment capabilities include direct Wrap MF programs, SMA/UMA implementations, closed-end funds, IPO access, fixed-income strategies, structured products, and alternative investments.
This strategic evolution positions Palmer Wealth Group™ as an essential partner in wealth creation, preservation, and transfer, serving contemporary wealth holders who require sophisticated, comprehensive solutions beyond traditional financial services.
Prime Directive
Lead the team’s retirement plan advisory practice through strategic business development and comprehensive plan design expertise. Serve as the primary specialist for Defined Contribution Plans, Group Retirement Plans, Employer Sponsored IRAs, Defined Benefit Plans, and Non-Qualified Plans while coordinating RetireReady Education initiatives and promoting integrated wealth management services to plan sponsors and their key stakeholders.
Opportunity
Core team members will thrive in our collaborative, flexible environment. This position offers:
- A culture dedicated to professional development that embraces innovative thinking and comprehensive retirement solutions
- Flexible scheduling and work-life balance as a key member of our growing team
- Experience serving sophisticated plan sponsors with complex retirement planning needs
- The ability to focus on acquiring, designing, and servicing retirement plans with minimal competing demands
About the Position
The Retirement Plan Advisor serves as the primary expert in employer-sponsored retirement plans and participant education, combining business development excellence with technical expertise. Primary responsibilities include:
- Develop and execute business development initiatives to acquire new retirement plan clients across Defined Contribution Plans, Group Retirement Plans, Employer Sponsored IRAs, Defined Benefit Plans, and Non-Qualified Plans while building relationships with plan sponsors.
- Establish retirement plan design and implementation processes, including provider evaluation, payroll integration coordination, and ongoing administration support to ensure optimal participant outcomes.
- Lead the RetireReady Education program by coordinating with Wealth Advisors to deliver participant education and integrate retirement plan services with wealth management offerings.
- Drive cross-selling initiatives by promoting wealth management, exit planning, and business advisory services to executives and business owners within the retirement plan client base.
Responsibilities
Strategic Leadership
- Design retirement plan service model integrating wealth management capabilities and fiduciary compliance frameworks
- Establish strategic partnerships with providers, administrators, and service vendors
- Develop thought leadership content and educational programming for plan sponsors
Client Advisory
- Conduct discovery meetings with plan sponsors to assess objectives, demographics, and regulatory requirements
- Develop retirement plan recommendations covering design optimization, fiduciary governance, engagement, and cost management
- Partner with Wealth Managers and Planners to integrate services with executive compensation and wealth strategies
Practice Development
- Drive practice growth through networking, referrals, and educational programming targeting plan sponsors and advisors
- Design and deliver presentations and events on retirement plan design, fiduciary practices, and participant education
- Build relationships with centers of influence including CPAs, attorneys, and HR consultants
Education and Integration
-
- Coordinate RetireReady Education program delivery through strategic deployment of Wealth Advisors to plan sponsor locations
- Promote wealth management services to executives
- Support Virtual Family Office alliance development specifically related to payroll providers, and group health, life, and dental providers
Qualifications and Skills
- A degree (whether bachelors or masters) in business, finance, accounting or related field
- Advanced certifications such as CRPS®, QPA, or APA preferred
- Minimum of 3 years of experience in financial advising, retirement plan advisory, employee benefits consulting, or related business advisory roles
- Series 7 & 66 licenses (or ability to obtain within 90 days)
- Life, Accident, and Health Insurance License (or ability to obtain within 90 days)
- ERISA compliance, fiduciary responsibilities, and retirement plan regulatory expertise
- Retirement plan design, administration, and provider evaluation with fee analysis capabilities
- Executive compensation strategies and non-qualified plan structure knowledge
- Executive-level presentation skills and relationship management with sophisticated plan sponsors
- Uphold CFP® Board Standards:
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, clients, the CFP® board, and continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
Compensation & Benefits
- Advisors with a book of business: Variable compensation calculated as 45% of their allocated share (stake) of total team gross revenue
- Full support for maintaining your professional credentials, including coverage for accreditation fees, continuing education requirements, and access to additional training and educational opportunities
- Semi-flexible work arrangements to help you maintain an optimal work-life balance
- Comprehensive health coverage with 100% employer-paid premiums for medical, dental, and vision insurance
- A robust 401(k) retirement plan featuring dollar-for-dollar matching up to 6% of your contributions, plus additional profit-sharing opportunities
Wealth Advisor
Executive Summary
Palmer Wealth Group™ is transforming into a distinguished wealth management firm serving sub-ultra high-net-worth clients. Affiliated with Commonwealth Financial Network®, the firm delivers bespoke investment solutions while maintaining advisory independence.
Our investment philosophy combines traditional expertise with quantitative methodologies, supported by strategic talent acquisition of certified professionals (CFP®, ChFC®, CEPA®, CExP®, CRPS®, CFA®, and MBAs). Our proprietary Integrated Legacy Framework will be delivered through local Virtual Family Office alliances.
The firm is expanding capabilities in business advisory and exit planning through specialized recruitment focused on business transition expertise. Our Commercial Wealth Management Division will establish innovative partnerships with payroll and HR firms, creating integrated solutions that enhance partners’ offerings through customized protocols.
Investment capabilities include direct Wrap MF programs, SMA/UMA implementations, closed-end funds, IPO access, fixed-income strategies, structured products, and alternative investments.
This strategic evolution positions Palmer Wealth Group™ as an essential partner in wealth creation, preservation, and transfer, serving contemporary wealth holders who require sophisticated, comprehensive solutions beyond traditional financial services.
Prime Directive
Drive strategic growth across private and commercial wealth platforms through targeted client acquisition. Coordinate high-impact seminars, presentations, and events while leading the team in identifying, cultivating, managing, and curating Virtual Family Office partnerships. Spearhead team initiatives in networking, referral generation, and structured client acquisition processes supported by financial planning expertise.
Opportunity
Core team members will gain valuable experience in our collaborative, flexible environment. This position offers:
- An environment focused on professional growth that welcomes innovative thinking
- Work-life balance and scheduling flexibility as part of our expanding team
- Experience serving diverse clients with complex financial needs
- Leadership in developing strategic plans to attract and serve sub-UHNW clients
About the Position
The Wealth Advisor leads and oversees a comprehensive organic growth strategy targeting 15% annual growth rate through strategic acquisition of sub-UHNW clients. Primary responsibilities include:
- Develop and execute a sophisticated client acquisition process leveraging both external prospect events and internal referral channels. Implement collaborative strategies that enable team members to contribute effectively while maintaining focus on their core responsibilities.
- Establish and cultivate strategic virtual family office partnerships to enhance service capabilities, strengthen market position, and expand our professional network.
- Design and deliver high-impact educational and networking initiatives, including seminars, presentations, and client events. Manage all aspects of event execution while coordinating with team advisors to ensure optimal engagement and participation.
- Oversee the team’s strategic travel program to maximize relationship-building opportunities with clients, their networks, family office partners, centers of influence, and prospective clients, ensuring efficient resource allocation.
Responsibilities
- Drive growth and acquisition by developing comprehensive sub-UHNW client strategy, conducting impactful discovery meetings, and targeting 15% annual AUM growth through internal and external channels.
- Lead team excellence through structured referral training programs, ensuring advisors effectively identify and secure quality introductions.
- Direct team efforts to identify, cultivate, manage, and curate Virtual Family Office partnerships using standardized frameworks for maximum mutual growth and revenue.
- Create memorable client experiences through strategic event planning and travel programs, leveraging investment partner relationships for enhanced resources and expertise.
- Represent the team professionally while facilitating connections between advisors, clients, and partners to expand business opportunities.
- Support Family Office initiatives and maintain detailed CRM documentation of all recommendations and actions.
- Develop strategic relationships with:
- Investment partners and wholesalers
- VFO partners
- Prospective clients
- Internal team members
Qualifications and Skills
- Hold essential credentials including Bachelor’s Degree, CFP® (or ChFC®) designation, Series 7 & 66 licenses, and Life, Accident, and Health Insurance License, with minimum three years of direct client advisory experience.
- Demonstrate exceptional communication abilities through clear verbal articulation, professional writing, and active listening while identifying client needs and developing innovative solutions.
- Excel in public engagement through compelling presentations, educational seminars, and strategic relationship building with clients, advisors, and Virtual Family Office partners.
- Exhibit strong organizational discipline in documentation, scheduling, and information management while maintaining detailed CRM records to ensure seamless client service.
- Display advanced proficiency in financial planning software and the complete Microsoft Office 365 suite, particularly Excel, PowerPoint, and Teams.
- Cultivate professional growth through continuous learning, technological adaptation, and industry insight development.
- Demonstrate expertise in:
- Client relationship management
- Financial needs analysis
- Presentation development
- Strategic partnership building
- Technology integration
- Uphold CFP® Board Standards:
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, clients, the CFP® board, and continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
Compensation & Benefits
- New Advisors: Initial base salary (50% of financial advisor BLS median) transitioning to variable compensation as business develops and creating a stake in the team book
- Advisors with a book of business: Variable compensation calculated as 45% of their allocated share (stake) of total team gross revenue
- Full support for maintaining your professional credentials, including coverage for accreditation fees, continuing education requirements, and access to additional training and educational opportunities
- Semi-flexible work arrangements to help you maintain an optimal work-life balance
- Comprehensive health coverage with 100% employer-paid premiums for medical, dental, and vision insurance
- A robust 401(k) retirement plan featuring dollar-for-dollar matching up to 6% of your contributions, plus additional profit-sharing opportunities
Wealth Manager
Executive Summary
Palmer Wealth Group™ is transforming into a distinguished wealth management firm serving sub-ultra high-net-worth clients. Affiliated with Commonwealth Financial Network®, the firm delivers bespoke investment solutions while maintaining advisory independence.
Our investment philosophy combines traditional expertise with quantitative methodologies, supported by strategic talent acquisition of certified professionals (CFP®, ChFC®, CEPA®, CExP®, CRPS®, CFA®, and MBAs). Our proprietary Integrated Legacy Framework will be delivered through local Virtual Family Office (VFO) alliances.
The firm is expanding capabilities in business advisory and exit planning through specialized recruitment focused on business transition expertise. Our Commercial Wealth Management Division will establish innovative partnerships with payroll and HR firms, creating integrated solutions that enhance partners’ offerings through customized protocols.
Investment capabilities include direct Wrap MF programs, SMA/UMA implementations, closed-end funds, IPO access, fixed-income strategies, structured products, and alternative investments.
This strategic evolution positions Palmer Wealth Group™ as an essential partner in wealth creation, preservation, and transfer, serving contemporary wealth holders who require sophisticated, comprehensive solutions beyond traditional financial services.
Prime Directive
Serve as the investment and strategy expert, providing comprehensive guidance on products, models, tax strategies, and alternative assets. Lead client engagement through investment presentations, onboarding, and regular reviews while promoting financial planning services, wealth management solutions, business advisory, commercial wealth management services, and VFO alliances.
Opportunity
Core team members will gain valuable experience in our collaborative, flexible environment. This position offers:
- An environment focused on professional growth that welcomes innovative approaches
- Work-life balance and scheduling flexibility as part of our expanding team
- Experience serving clients with sophisticated financial planning needs
- Direct impact helping clients achieve their financial goals and implement plans
About the Position
The Wealth Manager serves as a vital practice member who builds personalized client relationships and applies deep expertise in investment and insurance strategies. As the primary tactician, they help shape and reinforce behavioral finance practices to achieve client financial objectives. Key responsibilities include:
- Maintain comprehensive knowledge of all investment, insurance, and annuity products available through Commonwealth Financial Network® and Palmer Wealth Group™ through ongoing research and practical application.
- Conduct quarterly portfolio SWOT analyses and lead strategic client discussions to deepen relationships, uncover opportunities, implement financial plans, and reinforce positive behavioral finance approaches.
- Drive business growth through new client onboarding support, team collaboration, client event assistance, and promotion of our comprehensive service offerings across wealth management, business advisory and family office services, and VFO alliances.
- Partner with team members to support the Wealth Planner during Annual Reviews, providing expertise in reviewing, understanding, and implementing financial plans to ensure optimal client outcomes.
Responsibilities
- Drive exceptional client outcomes by coordinating quarterly reviews, managing relationships, and identifying opportunities to deepen engagement through financial planning and additional services.
- Establish expertise across the full investment spectrum, including traditional securities, alternative investments, insurance products, and specialized accounts, to provide comprehensive portfolio recommendations.
- Lead the client onboarding process by managing account transfers, establishing proper designations, implementing strategies, and conducting thorough post-transfer reviews.
- Support the Wealth Planner through financial plan review, implementation guidance, and coordination of professional service provider meetings.
- Facilitate business growth by identifying referral opportunities, contributing to events, and supporting VFO assessments.
- Maintain meticulous documentation through effective CRM utilization while supporting Family Office meetings and initiatives.
- Master these core investment solutions:
- Traditional public market investments (equities, bonds, funds)
- Private Markets and alternative investments (real estate, private equity, hedge funds)
- Protection products (insurance, annuities, structured products)
Specialized accounts (529s, donor advised funds)
Qualifications and Skills
- Hold essential credentials including bachelor’s degree, CFP® (or ChFC®) designation, Series 7 & 66 licenses, and Life, Accident, and Health Insurance License, with minimum three years of client advisory experience.
- Demonstrate exceptional analytical capability through investment research, market analysis, and portfolio evaluation using advanced tools like Morningstar Advisor Workstation.
- Excel in relationship management by establishing trusted partnerships with clients, advisors, and Virtual Family Office partners while contributing to ensemble practice success.
- Exhibit meticulous attention to detail in financial reporting, account management, and market trend analysis to ensure accuracy and minimize risk.
- Master organizational systems through efficient recordkeeping and CRM utilization to maintain comprehensive documentation and ensure seamless service delivery.
- Display advanced proficiency in financial planning software and Microsoft Office 365 suite while pursuing continuous professional development.
- Demonstrate expertise in:
- Investment analysis and research
- Client relationship management
- Financial plan implementation
- Process optimization
- Technology integration
- Uphold CFP® Board Standards:
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, clients, the CFP® board, and continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
Compensation & Benefits
- Advisors with a book of business: Variable compensation calculated as 45% of their allocated share (stake) of total team gross revenue
- Full support for maintaining your professional credentials, including coverage for accreditation fees, continuing education requirements, and access to additional training and educational opportunities
- Semi-flexible work arrangements to help you maintain an optimal work-life balance
- Comprehensive health coverage with 100% employer-paid premiums for medical, dental, and vision insurance
- A robust 401(k) retirement plan featuring dollar-for-dollar matching up to 6% of your contributions, plus additional profit-sharing opportunities
Wealth Planner
Executive Summary
Palmer Wealth Group™ is transforming into a distinguished wealth management firm serving sub-ultra high-net-worth clients. Affiliated with Commonwealth Financial Network®, the firm delivers bespoke investment solutions while maintaining advisory independence.
Our investment philosophy combines traditional expertise with quantitative methodologies, supported by strategic talent acquisition of certified professionals (CFP®, ChFC®, CEPA®, CExP®, CRPS®, CFA®, and MBAs). Our proprietary Integrated Legacy Framework will be delivered through local Virtual Family Office (VFO) alliances.
The firm is expanding capabilities in business advisory and exit planning through specialized recruitment focused on business transition expertise. Our Commercial Wealth Management division will establish innovative partnerships with payroll and HR firms, creating integrated solutions that enhance partners’ offerings through customized protocols.
Investment capabilities include direct Wrap MF programs, SMA/UMA implementations, closed-end funds, IPO access, fixed-income strategies, structured products, and alternative investments.
This strategic evolution positions Palmer Wealth Group™ as an essential partner in wealth creation, preservation, and transfer, serving contemporary wealth holders who require sophisticated, comprehensive solutions beyond traditional financial services.
Prime Directive
Lead comprehensive annual financial reviews and develop tailored wealth management strategies that address clients’ private wealth needs, executive compensation, and business planning. Create clear, compelling recommendations while partnering with Wealth Managers who provide final review and oversee implementation of approved plans.
Opportunity
Core team members will thrive in our collaborative, flexible environment. This position offers:
- A culture dedicated to professional development that embraces innovative thinking and new approaches
- Flexible scheduling and work-life balance as a key member of our growing team
- Experience serving sophisticated clients with complex financial planning needs
- The ability to focus on developing quality financial plans with minimal competing demands
About the Position
The Wealth Planner serves as a key team member focused on building personalized client relationships and developing comprehensive financial plans. Primary responsibilities include:
- Maintain professional excellence through ongoing CFP® or ChFC® certification requirements while actively pursuing additional education to serve as the team’s primary financial planning expert and software specialist.
- Create customized financial plans addressing clients’ unique objectives, from education savings to retirement planning and tax optimization. Build lasting relationships that give clients confidence in their financial journey and future security.
- Lead the Annual Review process alongside the Wealth Manager by providing exceptional financial guidance, preparing plans for final review, presenting to clients, and coordinating necessary team introductions.
- Drive business development through collaborative team efforts, including client event support, referral facilitation, and promotion of our comprehensive service offerings across wealth management, business advisory, commercial wealth management, family office services, and VFO alliances.
Responsibilities
- Enhance client engagement by coordinating annual reviews with the Wealth Manager, actively promoting and selling financial plans, and conducting focused planning meetings that provide exceptional value.
- Lead the financial planning process by effectively communicating its value, managing payment collection, and maintaining proactive client communication throughout.
- Create comprehensive financial plans using specialized software and Microsoft Office tools, translating complex analyses into clear action plans for clients and Wealth Managers.
- Collaborate professionally with external advisors and virtual family office partners while supporting the evaluation and qualification of potential partnerships.
- Support business growth through active promotion of complementary services and thoughtful participation in client events and family office meetings.
- Contribute to continuous improvement by sharing ideas to enhance planning templates, processes, and resources for consideration by Palmer Wealth Group™.
- Maintain meticulous documentation of recommendations, decisions, and future actions within the CRM system to ensure seamless service delivery and follow-through.
Qualifications and Skills
- Hold essential credentials including bachelor’s degree, CFP® (or ChFC®) certification, Series 7 & 66 licenses, and Life, Accident, and Health Insurance License, with minimum three years of client advisory experience.
- Maintain comprehensive expertise across retirement, tax, estate, insurance, investment, and business planning while staying current with regulatory changes and evolving needs of business owners and executives.
- Demonstrate exceptional financial planning skills through meticulous analysis, plan development, and implementation strategies with rigorous attention to detail.
- Excel in relationship management by establishing trusted partnerships with clients, advisors, and Virtual Family Office partners while contributing to ensemble practice success.
- Master organizational systems through efficient recordkeeping and CRM utilization to maintain thorough documentation and ensure seamless service delivery.
- Display advanced proficiency in financial planning software and Microsoft Office 365 suite while pursuing continuous professional development.
- Demonstrate expertise in:
- Comprehensive planning disciplines
- Business and executive solutions
- Client relationship management
- Process optimization
- Technology integration
- Uphold CFP® Board Standards:
- Consulting – The ability to communicate clearly, provide effective guidance, and present technical information in a manner appropriate for clients and stakeholders; empower clients to make informed decisions.
- Emotional Intelligence – The ability to establish trust with clients by demonstrating empathy, sensitivity, and commitment to client well-being.
- Coaching – The ability to assist clients in setting appropriate financial goals and proactively facilitate goal-attainment; encourage and assist clients in making healthy financial choices and manage emotions.
- Client Advocacy – The ability to lead, coordinate, and monitor work across a team of allied financial professionals; demonstrate accountability for acting in clients’ best interests.
- Integrity – The ability to achieve high standards of ethical conduct, fulfill the fiduciary duty, and uphold the Code of Ethics and Standards of Conduct; treat clients, prospective clients, fellow professionals, and others with dignity, courtesy, and respect.
- Professionalism – Demonstrate commitment to professional excellence, clients, the CFP® board, and continual learning.
- Financial Needs Analysis – The ability to effectively gather information to identify and prioritize clients’ financial needs and goals.
- Financial Advice – The ability to develop and optimize financial solutions to underlying client needs and circumstances; formulate objectives and create action plans.
- Technological Savvy – The ability to effectively select and use financial planning software, mathematical modeling, and simulation tools and techniques to support financial scenario planning and reporting.
Compensation & Benefits
- New Advisors: Initial base salary (50% of financial advisor BLS median) transitioning to variable compensation as business develops and creating a stake in the team book
- Advisors with a book of business: Variable compensation calculated as 45% of their allocated share (stake) of total team gross revenue
- Full support for maintaining your professional credentials, including coverage for accreditation fees, continuing education requirements, and access to additional training and educational opportunities
- Semi-flexible work arrangements to help you maintain an optimal work-life balance
- Comprehensive health coverage with 100% employer-paid premiums for medical, dental, and vision insurance
- A robust 401(k) retirement plan featuring dollar-for-dollar matching up to 6% of your contributions, plus additional profit-sharing opportunities