Financial Planner

Job Description

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 firms financial planning function. This role is not a sales position and focuses on delivering sophisticated planning support and enhancing the client planning experience. This is a hybrid position (at least 3 days in the office).

Key Responsibilities

Financial Planning & Client Support

• 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.

Financial Planning Department Leadership & Process Management

• Support and enhance the firms 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.

Qualifications

• Bachelors 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.

• CFPdesignation preferred (or progress toward certification).

• Series 65 license required.

Technical Skills

• Experience with financial planning software (eMoney preferred).

• CRM experience (Salesforce preferred).

• Portfolio management platform experience (Orion preferred).

• 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.

Professional Skills

• 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.

Compensation & Benefits

Base Salary: $100000 $125000 depending on experience
Bonus: Up to 10% performance bonus
Benefits include:

• Retirement plan including 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 holidays
• Continuing education opportunities and career advancement

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