Senior Financial Planner

About the role

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services.

Responsibilities

• Develop and implement personalized financial plans for clients
• Provide comprehensive financial planning and wealth management services
• Work closely with clients to ensure their long-term financial success
• Apply deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning

Requirements

• Education: Bachelor's degree in finance, business, accounting, or a related field (Master's degree preferred)
• Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus
• Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles
• Technical Skills: Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro); strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management; experience with CRM systems (e.g., Salesforce) and portfolio management tools

Benefits

• Competitive base salary with performance-based bonuses
• Comprehensive health, dental, and vision insurance
• 401(k) plan with company match
• Professional development opportunities, including continuing education reimbursement