Senior Financial Planner & Client Strategist

Key Responsibilities

• Client Advisory
• Join client meetings as co-advisor for discovery, planning, and review conversations.
• Explain complex tax, estate, insurance, and investment topics in clear, practical terms.
• Build ongoing relationships so clients experience a cohesive advisory team.
• Confidently contribute to client conversations with thoughtful insights and recommendations, not solely support.
• Planning & Projects
• Run complex projects in coordination with CPAs, attorneys, and insurance professionals.
• Prepare portfolio and planning review materials that tie investments to the plan.
• Cook up and distribute the NewSpring Wealth Planning Calendar.
• Independently develop, update, and refine comprehensive financial plans, with final review and collaboration from the founder.
• Identify planning opportunities proactively (tax, estate, cash flow, etc.) and bring forward recommendations.
• Implementation & Process
• Translate recommendations into clear implementation steps and ensure follow-through.
• Keep client data and documentation accurate and up-to-date in CRM and planning tools.
• Help improve and document key planning and review workflows.
• Leverage and adapt to multiple planning and technology platforms (e.g., Holistiplan, Wealth.com, CRM tools) to enhance efficiency and client outcomes.
• Take ownership of organizing and executing internal planning workflows with a focus on scalability.
• Growth & COIs
• Participate in select prospect and COI meetings as part of the advisory team.
• Support relationship-building efforts with centers of influence (COIs), with opportunity to deepen involvement over time based on interest and experience.
• Contribute ideas and technical input to client education and firm content.

Success in the First 12 Months

• Take on meaningful planning and meeting responsibilities for a defined group of clients.
• Deliver complex planning projects reliably, with positive feedback from clients and professional partners.
• Improve clarity and efficiency of core planning and review processes.
• Clearly increase the founder’s capacity by absorbing defined planning and client-facing duties.
• Demonstrate the ability to operate with increasing independence in both planning and client interactions.
• Become a trusted second voice in client relationships.

Experience & Qualifications

• 5–10+ years of financial planning or advisory experience with direct planning responsibility.
• Experience working with affluent or high-net-worth clients and external professionals.
• Strong knowledge of retirement, tax-related strategies, estate planning concepts, insurance, and portfolio review.

Skills & Attributes

• Excellent communicator in both meetings and written follow-up.
• Strong attention to detail and follow-through; able to manage multiple projects.
• Collaborative, low-ego, client-first, and interested in a long-term role in a growing firm.
• Strong critical thinking skills with the ability to translate complex data into actionable recommendations.
• High level of professionalism and polish in client interactions.
• Tech-savvy and adaptable, with the ability to quickly learn and leverage multiple financial planning and workflow tools.

Work Environment & Flexibility

• Entrepreneurial, high-trust environment with a focus on quality over face time.
• Flexibility to support work-life integration, including openness to non-traditional schedules (e.g., ~30-hour workweeks) for the right candidate.
• Emphasis on autonomy, accountability, and delivering excellent client outcomes over rigid structure.

Compensation & Benefits

• $110,000-$150,000 Base Salary (commensurate with experience)
• 50% Employer Paid Benefits - Medical, dental, vision insurance
• 3% 401(k) Safe Harbor Contribution
• Life & disability insurance
• Paid Time Off (PTO) plus all holidays observed by the NYSE