Senior Financial Planner

About the role

At Elwood & Goetz, we work in an ensemble model, collaborating in teams to serve our clients. Unlike traditional wealth management firms, our clients aren’t assigned just one advisor. They’re assigned a team of advisors to help them navigate their financial life. The Senior Financial Planner is crucial to our planning team success and essential in helping us maintain effective and responsive client service. This position reports to the firm’s equity partners and managing directors.

Our planning teams typically consist of a managing director, senior financial planner, and associate financial planner. Teams work directly with households and businesses to design, deliver, and implement comprehensive financial plans.

Responsibilities

• Co-manage client relationships and financial plan development.
• Lead client meetings and serve as primary point of contact for clients with less than $1 million in assets under management.
• Prepare and review financial plans and meeting materials, deliver financially optimal recommendations, and communicate with clients regarding meeting follow-up items.
• Organize and track implementation of recommendations.
• Proactively respond to client inquiries and requests in a timely manner.
• Conduct analysis on client-specific situations (e.g., mortgage refinance, employee benefits review, stock option plans, etc.).
• Implement investment recommendations and monitor investment portfolios for rebalancing opportunities.
• Help train and develop Associate Financial Planners.

Requirements

• Bachelor’s degree in financial planning or closely related field required.
• CFP® designation required.
• Accept the daily obligation to further our mission, pursue our vision, and enact and embrace our core values.
• Steadfast commitment to our fiduciary oath and ethical standards.
• Desire to help others.
• Conscientious and detail-oriented.
• Self-motivated with a positive attitude.
• High standard of excellence and personal integrity.
• Outstanding organizational skills.
• Strong communication and interpersonal skills.

Benefits

• Quarterly team-based bonus program.
• Health insurance (premiums for employees covered 100% by the firm).
• Long-term disability insurance (premiums for employees covered 100% by the firm).
• Employer-sponsored 401(k) plan with employer match.
• Paid time off.
• Flex time.
• Flexible work schedule.
• Early weekend kickoff (4pm closing time on Friday).
• Charitable volunteer time.
• Paid parental leave.
• Paid sabbatical for every five years.
• Professional designation expense reimbursement.
• Continuing education allowance for professional designations.