Senior Wealth Planner

Key Responsibilities

• Act as a fiduciary on behalf of the client in all advisory related matters.
• Act as a primary client contact on all financial planning related inquiries and projects.
• Maintain regular communication with clients.
• Manage and present results of planning projects.
• Document all client communication utilizing CRM to keep the client team informed and ensure that all client related tasks are completed in a timely fashion.
• Lead client calls and meetings and manage the follow up process.
• Manage the financial planning process, coordinating scheduled, workload, client outreach, and final delivery of all planning related reporting, analyses, and services.
• Perform financial planning research and design solutions to client specific planning needs.
• Annually or as needed conduct client review to identify planning opportunities and resolve outstanding planning issues.
• Review tax, insurance, and estate planning documents, identify, and communicate planning opportunities to mitigate risks associated with each facet of client interaction.
• Maintain current industry and planning knowledge through attendance at seminars and industry presentations.

Supervisory General and Administrative

• Develop and coach the wealth planners.
• Manage workload and provide opportunities for client contact and communication.

Position Goals

• Maintain CFP certification.
• Develop in-house expertise in a variety of planning related disciplines.
• Create efficient planning processes and team functions.
• Create market identity and presence through networking/online and social media outlets, where appropriate.

Key Behavioral Expectations

• Operate with agility and adaptability, responding effectively to changing priorities and business needs.
• Demonstrate curiosity and a learning mindset, continuously seeking to improve and grow.
• Utilize AI and technology tools responsibly to enhance productivity and decision-making.
• Show ownership and critical thinking, using sound judgment to solve problems and deliver results.
• Deliver white-glove hospitality, providing thoughtful, proactive, and personalized service in every interaction.

Qualifications

• CFP certification.
• Bachelor’s Degree.
• 5+ years experience in business/finance or equivalent experience.
• Demonstrate ability to build strong relationships and work with diverse personalities.
• Strong verbal and written communication skills.
• Detail oriented with strong organizational skills.
• Prioritize and meet deadlines.
• Proven ability to solve problems.
• Demonstrate integrity and ability to maintain confidentiality.
• Professional demeanor.
• Proficient in Microsoft Office.
• Knowledge of CRM and/or portfolio management system preferred.

Benefits

• Competitive compensation package.
• Generous paid time off program.
• Comprehensive medical, dental, and vision coverage.
• Maternity/paternity leave.
• Education reimbursement.
• Wellness programs.
• Employee Stock Purchase Program.
• 401K with a generous match.

Pay Range

The approximate pay range for this position is $97,692 to $127,000, plus an opportunity to earn performance-based incentives.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.