Financial Planner

We are an independent financial planning firm established in 1999 and are committed to delivering comprehensive personalized services to our clients. Our offerings include investment management estate planning retirement planning insurance analysis and more. We believe that proactive tax planning should always fit with the clients overall financial plan and we are also uniquely positioned to support tax preparation. We build trust with our clients by providing this value and creating a simpler and seamless experience. We take pride in our independence and operate with the highest standards of professionalism and integrity.

Ideally we are going to find an experienced CFP that is already providing comprehensive technical tax and financial planning advice to a set of clients. We can be flexible to consider a newly minted CFP or even to look slightly outside of the box and consider a CPA that is looking to make the shift to the planning side. More importantly we are looking for a person that is a great communicator influencer and enthusiastic person who will support the vision positive culture and team spirit that we have created and thrive on. We are looking for someone with an entrepreneurial spirit who is able to keep the long game in mind. We want a master relationship builder with the care for clients as their driving force. You complement your people skills with an ability to track details and remember things so nothing gets lost. You are personally organized and you are patient and helpful to others that need support in this area. You want to be a master of your craft and you are the type of person that is always looking to better yourself.

Job Responsibilities

• Develop comprehensive financial plans tailored to clients goals risk tolerance and life stages including all aspects of a clients life retirement planning cash flow investments equity compensation tax education employee benefits insurance estate planning etc.
• Participate in existing client meetings from day one with increasing involvement and responsibility over time with the goal is to transition you into a lead advisor role taking responsibility for client relationships and engagements as your experience with our firm grows
• Serve as a primary point of contact for client communications and follow through for assigned clients
• Manage and/or complete all client meeting preparation and follow-up activities
• Develop customized asset allocation strategies and investment solutions for clients
• Preparation of tax returns and tax projections for our clients
• Maintain strong client relationships and advise clients on complex planning topics

Must-have Qualifications & Attributes

• Team-Oriented Mindset: Willing to pitch in wherever neededno task is too small when it supports the client the team or the firms success
• Adaptable and Resilient: Thrives in a fast-paced evolving environment and maintains a flexible can-do attitude
• Problem Solver: Able to independently identify issues think critically and develop creative practical solutions
• Strong Communicator: Exceptional verbal and written communication skills; comfortable interacting with clients and colleagues alike
• Organized and Process-Driven: Experience using CRM systems workflows and task management tools to maintain structure and efficiency
• Detail-Oriented: High level of accuracy and accountability especially with numbers and client data
• Efficient Multitasker: Capable of managing competing priorities and meeting deadlines without sacrificing quality
• Relationship Builder: Strong interpersonal skills with the ability to explain complex financial concepts in a clear and relatable manner
• Client-Centric: Proactive service-oriented mindset with a focus on delivering outstanding client experiences
• Collaborative Spirit: Comfortable working in a small close-knit team where collaboration and mutual support are key
• Team & Culture Contributor: Brings a sense of humor positivity and enthusiasm to help shape and grow the office culture
• Animal Lover: Must love dogsour furry friends are an important part of our office culture!

Nice-to-have Qualifications & Attributes

• Professional Credentials: CFP certification and/or CPA license preferred
• Industry Experience: 7 years in the financial planning field with at least 3 years of experience leading client relationships highly preferred
• High Expertise in Taxation: Advanced understanding of personal tax planning and preparation beyond what is covered in standard CFP coursework
• Technical Proficiency: Skilled in Microsoft Office especially Excel
• Software Familiarity: Experience with Orion Redtail CRM and CCH Axcess (or similar tax preparation software)

Career Path

Client-Interactive Role with Growth Potential: Begin working directly with clients in a supporting role with a transition time to lead advisor based on your experience and capabilities. For the right candidate there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development leadership and long-term advancement.