Transitional Wealth Planner — CFP® The AmeriFlex Group® • Sacramento, CAJob Type: Full-time — In-OfficeReports To: Hannah Buschbom, CFP®, CPWA®, CDFA, CFF® — Chief Transitional Wealth PlannerCompensation: $120,000–$175,000 base salary + potential incentive compensationNot Your Typical Planning RoleThe AmeriFlex Group is seeking a Transitional Wealth Planner for an established, in-office role in Sacramento. This position is focused on collaboration within an existing advisor practice that is expanding its financial planning capabilities — providing an opportunity to deliver the kind of comprehensive, integrated planning that high-net-worth clients are increasingly seeking.Someone successful at this role can execute to retain and deepen every client relationship with the quality of planning they receive. Additional details about the full scope of this opportunity — including a potential succession component — are shared as conversations progress.The Sacramento market presents an uncommon opportunity — multiple established advisor practices in the same region, each seeking dedicated planning support for their local client base. The right planner steps into meaningful work from day one across a growing Northern California footprint.About Our ProcessThe AmeriFlex Group has developed a proprietary succession and transition marketing system — Retire SuccessionFully — built from direct experience managing advisor transitions across multiple markets. The process is structured, relationship-first, and guided by a defined communication and client retention strategy. The process includes:We identify and qualify the practice connection. Advisor relationship management is handled at the firm level, allowing the incoming planner to remain focused on clients and planning delivery. The incoming planner is placed in the same office, co-serving clients alongside the existing advisor. Both parties are prepared during the process by the AmeriFlex team. Practices are typically $70–100M in AUM — established households with meaningful complexity. These are ready for a more integrated planning relationship across tax strategy, estate planning, retirement income, and transition planning. As part of the position, the incoming planner also has access to shared planning work across TAG's existing client books — providing meaningful professional engagement, time to learn the firm's systems, and a measured path into the role.Scope of the RoleThe Transitional Wealth Planner serves as the primary planning professional within the office, delivering comprehensive financial planning to an established HNW client base and expanding the depth of the client experience over time.Comprehensive financial planning across retirement income, tax strategy, estate planning, and life transition planningIntroduction and implementation of planning-driven investment strategies through eMoney®, deepening the integration of planning and portfolio managementActive co-service with the existing advisor, with intentional relationship-building as the foundation of long-term client retentionLead planning voice for the office planning and operations teams, supported by the AmeriFlex Premier+ national planning benchCollaboration with the broader team on complex planning cases, strategy development, and planning innovationCompensationBase salary ranges from $120,000–$175,000 depending on experience and credentials. The compensation structure is designed to reward planning excellence and client stewardship, not transactional activity. Additional compensation opportunities include:Opportunity to earn revenue share on planning-driven work, including client introduces new assets to the firm outside the assigned existing practice, 1031 exchanges, fixed insurance placements, and similar strategies.Full reimbursement for CPWA® coursework and examination costs. The AmeriFlex Group supports every Lead Planner in achieving both the CFP® and CPWA® designations as part of a deliberate investment in professional developmentFull benefits package: 401(k), health, dental, vision, and paid time offQualificationsCFP® certification (required) FINRA Series 7 and 66 (or 63+65) licenses (required)Proficiency in eMoney® (required — this is the firm's primary planning platform)Minimum three years of financial planning experience, with demonstrated work in comprehensive, integrated planning for high-net-worth clientsExperience across retirement income planning, tax strategy, estate planning, and investment managementStrong client communication skills and demonstrated ability to build trust within established relationshipsCPWA® preferred; support for completion is provided if not yet heldBachelor's degree required; finance, financial planning, or accounting preferredMust be located in Sacramento and available for in-office workAbout The AmeriFlex GroupThe AmeriFlex Group is a leading Hybrid RIA headquartered in Las Vegas, NV, with a network of over 200 advisors nationwide managing assets exceeding $17.5 billion, as of this posting. The firm operates on a Partner Advisor ownership model through its advisor-owned RIA, in affiliation with Cambridge Investment Research as Broker/Dealer partner.The AmeriFlex Premier+ model provides a dedicated planning bench to partner advisors — a structure that allows Lead Planners to operate at the highest level of the profession, focused on complex planning work for sophisticated clients. This is a planning role, supported by a firm that is built around planning.For a planner looking to plant roots in a growing market with immediate client engagement across multiple practices, Sacramento is the opportunity.Work Environment: Physical DemandsThis position is based full-time in our Sacramento, CA office during standard business hours, Monday through Friday. The office environment is professional with moderate noise levels. The role is primarily sedentary, involving sustained work at a computer workstation, with occasional movement within the office. The ability to read written materials, use a computer, and communicate clearly and professionally is essential to the role.Additional InformationThis job description is subject to change, and additional duties may be assigned as needed. The AmeriFlex Group reserves the right to revise this job description at any time. Employment is at-will, and either party may terminate the employment relationship at any time, with or without cause or notice. In accordance with California Labor Code §432.3, The AmeriFlex Group does not inquire about or rely upon salary history in making compensation decisions. The salary range for this position reflects a good-faith estimate of compensation the firm reasonably expects to pay upon hire, consistent with California's pay transparency requirements (SB 1162, SB 642). The AmeriFlex Group is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, pregnancy, medical condition, genetic information, military or veteran status, or any other characteristic protected by applicable federal, state, or local law, including the California Fair Employment and Housing Act (FEHA).#J-18808-Ljbffr