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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