Financial Planner

About the role

We are seeking an analytical professional to join our dynamic team as a Financial Planner. This individual will be responsible for analyzing complex financial data, creating financial plans, and presenting those plans to clients.

Responsibilities

• Develop customized, comprehensive financial plans designed to help clients achieve their goals.
• Work directly with clients to gather information and present financial plans.
• Build rapport with clients and potential clients with the goal of building a lasting relationship.
• Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
• Contribute to a collaborative team environment by supporting continuous improvement initiatives, enhancing processes, and delivering high-quality, client-focused outcomes.
• Advance the utilization of the financial planning software(s) and other technologies

Requirements

• Minimum of 3 years of experience in financial planning
• Bachelor’s degree from an accredited college or university
• Experience with a financial planning software
• CFP® or PFS designation or in the process of obtaining
• Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
• Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
• Excellent analytical, strategic thinking and problem-solving skills.

Qualifications

• Minimum of 3 years of experience in financial planning
• Bachelor’s degree from an accredited college or university
• Certified Financial Planner (CFP®) or Professional Financial Specialist (PFS)
• Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
• Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
• Excellent analytical, strategic thinking and problem-solving skills.

Skills

• Financial Planning Software
• Certified Financial Planner (CFP®) or Professional Financial Specialist (PFS)
• Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios.
• Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney.
• Excellent analytical, strategic thinking and problem-solving skills.

Benefits

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retail Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 4 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• Discretionary Incentive Compensation Program: subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational goals.

Pay

A reasonable estimate of the current range for the full-time position is $80,000-$105,000 annual salary.

Schedule

This is a full-time position. Our standard office hours are Monday – Friday, 8 AM – 5 PM. This is a hybrid position where you must be in the office at least 3 days per week.

How to Apply

Submit your resume describing how you meet the minimum qualifications and desired attributes.