Senior Financial Planner

Major Duties and Responsibilities

• Review data entry into financial planning software, analyze information, and prepare initial proposals and comprehensive financial plans.
• Collaborate with advisors and clients to understand client objectives and gather necessary financial information.
• Demonstrate the ability to translate financial planning analysis into actionable, client-focused strategies that deliver clear value and support informed decision-making.
• Maintain clear communication with the team regarding case progress and any outstanding data requirements.
• Collaborate with Integrated Services (Tax, Estate Planning, Insurance, and Investment teams) to collect specialized input for each client’s financial plan.
• Consolidate, summarize, and verify all information to ensure alignment with the client’s goals.
• Track case activities and maintain accurate records in Salesforce (or similar CRM).
• Create and support financial planning deliverables, such as reviewing client data in financial planning software, preparing initial proposals, plan summaries, and supporting documents.
• Collaborate with advisors and clients to refine and finalize comprehensive financial plans, incorporating any updates or new information.
• Organize and prepare meeting materials for advisor-led client presentations.
• Participate in client meetings when necessary to present financial plans, provide detailed insights, and gather additional data.
• Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.

Experience/Credentials

• Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
• 5+ years of direct financial planning experience working directly with wealth management clients.
• Certified Financial Planner™ (CFP®) designation required.
• Mastery of eMoney and experience with other financial planning and tax planning software.

Competencies

• High attention to detail and accuracy.
• Ability to elevate issues and ask questions when appropriate, take ownership of work product, and be aware of how our work affects the organization.
• Effectively delivers financial planning strategies that create tangible client value by combining technical planning expertise with clear communication and practical implementation considerations.
• Ability to appropriately prioritize and organize multiple tasks in a complex and dynamic environment.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
• Absolutely must be able to work independently as well as part of a team.
• A strong commitment to providing exceptional client service and continuing professional development.
• Excellent verbal and written communication skills; enjoys collaborative teamwork.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.

Featured Benefits

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement