Senior Financial Planner

About the role

The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients. This role partners closely with firm Advisors, and client’s allied financial professionals to design, implement, and monitor sophisticated financial strategies that support long-term wealth accumulation, preservation, and transfer.

Responsibilities

• Lead the development and delivery of comprehensive financial plans, including cash flow, retirement, tax, estate, insurance, education, and philanthropic planning
• Serve as the primary financial planning expert for complex client relationships
• Translate technical strategies into clear, actionable recommendations for clients
• Conduct ongoing plan reviews and proactively adjust strategies based on life events, market conditions, and regulatory changes
• Partner with Advisors, Portfolio Managers, and external professionals (CPAs, attorneys, trustees) to deliver integrated solutions
• Participate in client meetings and presentations as a senior subject matter expert
• Support client acquisition and retention through high-quality planning insights
• Analyze complex compensation structures, business ownership, stock options, and concentrated positions
• Provide advanced tax-efficient planning strategies in coordination with tax professionals
• Stay current on regulatory changes, financial planning best practices, and industry trends
• Mentor and provide guidance to Advisors, Financial Planners, and Financial Planning Associates in order to support their professional development
• Review financial plans prepared by junior team members for accuracy and quality
• Contribute to the development of planning standards, processes, and tools
• Ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards
• Maintain accurate and thorough client documentation within planning and CRM systems

Requirements

• CFP® designation required (or equivalent such as CFA®, CPA, or ChFC®)
• 4+ years of experience in financial planning within wealth management or advisory firms
• Proven experience working with complex client relationships
• Strong knowledge of investment principles, tax planning, retirement planning, and estate strategies

Preferred Qualifications

• Experience with financial planning software (e.g., eMoney, MoneyGuidePro)
• Familiarity with trust, estate, and advanced wealth transfer strategies
• Prior experience mentoring or training junior planners
• Potential desire to serve as the succession plan for existing practices

Skills

• Exceptional analytical and problem-solving skills
• Strong communication and presentation abilities
• High level of professionalism, discretion, and ethical standards
• Ability to manage complex cases and multiple client relationships
• Collaborative mindset with a client-first approach