Financial Planner
About The Position
Financial Planner Position Overview Our client is seeking a Financial Planner to join their growing team. You will provide comprehensive financial planning support to advisors and clients, playing a key role in the development, analysis, and implementation of financial strategies. This position partners closely with advisory teams to deliver high-quality financial plans, conduct in-depth analysis, and support strategic initiatives across the firm’s financial planning function. This role is not a sales position and focuses on delivering sophisticated planning support and enhancing the client planning experience.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
- 5+ years of experience in financial planning, wealth management, or advisory services.
- Demonstrated experience developing and implementing comprehensive financial plans.
- Series 65 license required.
- Experience with financial planning software (eMoney preferred).
- CRM experience (Salesforce preferred).
- Portfolio management platform experience (Orion preferred).
- Strong understanding of the RIA and independent wealth management industry.
- Deep financial planning and wealth management expertise.
- Strategic thinker with strong analytical and problem-solving abilities.
- Excellent communication and interpersonal skills.
- Highly organized with strong attention to detail.
- Ability to manage multiple priorities in a fast-paced environment.
- Collaborative team player with a strong commitment to client service.
- Comfortable working in an entrepreneurial and growth-oriented firm environment.
- Demonstrates integrity, accountability, and professional initiative.
Nice To Haves
- CFP designation preferred (or progress toward certification).
- Experience with tax and estate planning tools such as Holistiplan or FP Alpha preferred.
- Knowledge of advanced tax planning concepts, including equity compensation (RSUs, ISOs, NQs) and international tax considerations, is a plus.
Responsibilities
- Prepare and develop comprehensive financial plans including retirement projections, cash flow analyses, education planning, insurance analyses, and estate planning scenarios.
- Conduct detailed financial modeling and scenario analysis to support client recommendations.
- Identify planning opportunities based on financial plan analysis and advisor discussions.
- Draft financial plans and supporting materials for advisor review and client presentations.
- Perform specialized analyses including Social Security, mortgage, tax planning, and other client-specific requests.
- Collaborate with clients’ external advisors (CPAs, attorneys, etc.) to gather relevant data and ensure accurate planning outcomes.
- Support and enhance the firm’s financial planning process, systems, and tools to ensure efficiency, scalability, and high-quality client outcomes.
- Oversee financial plan preparation across the planning team, ensuring consistency, quality, and timely delivery.
- Lead initiatives to improve and standardize financial planning workflows and client experience.
- Evaluate financial planning technologies and processes to ensure alignment with firm strategy and industry standards.
- Partner with advisors and leadership to support firm-wide financial planning initiatives and strategic projects.
Benefits
- 401(k) and Roth 401(k) with employer contributions
- Medical, dental, vision, life, and disability insurance
- HSA, FSA, and commuter benefits
- Paid time off and company holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
