Lead Financial Planner

Key Responsibilities

• Serve as the primary advisor for a book of HNW/UHNW clients
• Lead client conversations across financial planning, investments, tax strategy, and estate coordination
• Build long-term client relationships through proactive, high-touch service
• Translate complex strategies into clear, actionable plans
• Develop and deliver advanced financial plans across: Retirement planning, Tax optimization, Estate and wealth transfer strategies
• Coordinate with CPAs, estate attorneys, and investment professionals
• Guide clients through liquidity events, business transitions, and generational planning
• Drive organic growth through referrals, centers of influence, and networking
• Support new client acquisition and closing opportunities
• Contribute to firm growth strategy and market positioning

Leadership & Mentorship

• Mentor Associate Advisors and Financial Planners
• Help refine planning processes, client experience, and service delivery models
• Act as a cultural leader, promoting accountability and excellence

Qualifications

• CFP® designation
• 7–10+ years of experience in financial planning or wealth management
• Experience working with high-net-worth clients ($2M+ investable assets preferred)
• Strong client relationship management and communication skills
• Proven ability to retain and grow client relationships