Financial Planner

Overview

The Financial Planner is a client facing role that supports Senior Financial Planners and Advisors by preparing planning deliverables, maintaining accurate data across systems, and participating in client meetings and follow-up. Over time, and once appropriately licensed, this role may have direct ownership of a segment of clients under firm supervision.

Why Join Oak Harvest

• High-impact role supporting a best-in-class client experience
• Clear development path into senior planning and advisory roles
• Strong team culture with defined processes and expectations
• Competitive compensation, benefits, and long-term growth opportunity

What you’ll do:

• Planning Preparation & Execution: Prepare, update, and maintain financial planning deliverables and ensure all plans are complete, accurate, and ready for client review.
• Client Support & Retention: Proactively engage clients to gather updated information, support review preparation, and reinforce Oak Harvest’s client-first experience.
• Meeting & Follow-Up Support: Participate in planning and allocation meetings, update systems promptly after meetings, and track client action items.
• Account & Policy Maintenance: Support ongoing account, annuity, and allocation maintenance to ensure data accuracy and consistency across platforms.
• Collaboration & Communication: Work closely with advisors and POD team members to support client strategy, planning timelines, and service execution.
• Documentation & Compliance: Maintain timely documentation, workflows, and compliance standards across all client interactions and planning systems.
• Professional Growth: Increase client-facing responsibilities over time, pursue licensing and CFP® designation, and progress toward a senior planner role.

Skills/Experience

• College Degree and have completed the education requirement to achieve CFP or equivalent designation
• Or College degree in Financial Planning
• CFP is preferred or willingness to obtain

What You’ll Get:

• Pay & Perks: Compensation: $60,000–$100,000 base salary (dependent on experience) + retention bonus potential
• Benefits: 3 weeks PTO 1st year of employment, then increases to 4 weeks PTO 2nd year of employment, 401k Company Match, Health Benefits available after 1st month of employment, 100% employer-paid employee-only HDHP medical plan
• Clear career progression and licensing support

Schedule

This is a full-time, in-office position.