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.

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 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.

Qualifications

• 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.

• CFP designation 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: $75,000 – $125,000 depending on experience
Bonus: Up to 15% performance bonus

Benefits include:

• 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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Director/Manager of FP&A

Job Summary

Seeking a highly skilled and experienced Director/Manager of Financial Planning & Analysis (FP&A) to join a growing risk management and insurance procurement firm. This role is pivotal in supporting executive leadership and the Board of Directors through advanced financial analysis, forecasting, and strategic decision-making. The successful candidate will work closely with the CFO/COO and Director of Operations to drive financial discipline, support growth initiatives, and provide actionable insights across complex consulting, insurance, and procurement functions.

Compensation Package

• Salary Range: $180,000 - $300,000 (commensurate with experience)
• Competitive benefits package
• Opportunities for career advancement and professional growth

Responsibilities

Financial Planning, Analysis & Reporting

• Lead cross-functional FP&A efforts, including budgeting, forecasting, and long-term financial planning.
• Oversee P&L analysis, margin analysis, and profitability reporting across various service lines.
• Prepare and present financial reporting packages for the C-Suite and Board of Directors.
• Develop scenario models, perform sensitivity analyses, and generate strategic forecasts to support growth initiatives.

Cash Flow, Compliance & Controls

• Manage cash flow projections, working capital analysis, and liquidity planning.
• Ensure financial compliance, internal controls, and audit readiness in collaboration with leadership.
• Support internal and external audits as required.
• Ensure accurate and timely financial reporting in alignment with company standards.

Project & Strategic Finance Support

• Oversee financial aspects of strategic projects, including system implementations, process improvements, and operational initiatives.
• Assist with due diligence activities for acquisitions, new client onboarding, and major projects.
• Collaborate with Operations on performance monitoring, utilization, and cost control.

Systems & Tools

• Serve as an advanced user of Sage Intacct and Concur, ensuring accurate data flow and reporting.
• Enhance dashboards, automate reports, and improve executive financial insights.

Qualifications/Requirements

• MBA required.
• Minimum of 8 years of experience in FP&A, strategic finance, consulting, or related roles.
• Proven experience in supporting executive leadership and Board-level reporting.
• Expertise in financial modeling, forecasting, and P&L management.
• Proficiency in Sage Intacct and Concur.
• Consulting experience strongly preferred.
• Background in procurement, insurance, risk management, or professional services is highly desirable.
• Exceptional communication skills with the ability to present complex financial concepts clearly.

Preferred Background

• Experience in consulting, advisory, or professional services environments.
• Familiarity with procurement or sourcing-driven business models.
• Exposure to insurance, risk management, or financial services.

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