Sr Financial Planner

Responsibilities

• Support Financial Advisors in creating customized financial plans
• Organize and summarize client financial documentation and asset allocation
• Review and summarize details related to client insurance, estate plans, and tax returns
• Create financial planning reports and analyses using various planning tools
• Communicate with clients and advisors to gather necessary information
• Identify opportunities for recommendations in collaboration with the Financial Advisor
• Participate in training and mentoring of new team members

Qualifications

• Bachelor's Degree in finance, economics, or a related field
• 7+ years of experience in Financial Services
• Demonstrated expertise in complex financial planning areas like real estate and advanced tax strategies
• Excellent communication skills, both verbal and written
• Proficient in Microsoft Office Suite and familiar with Salesforce
• Experience with financial planning software like MoneyGuide Pro and eMoney
• CFP certification required; other designations like CPA, EA, JD, or MBA preferred

Benefits

• Comprehensive training and professional development opportunities
• Medical, dental, and vision insurance for employees and their families
• Health Savings Account (HSA) with employer contribution
• Flexible Spending Accounts (FSA)
• 401k plan with match and profit-sharing options
• 18 days of paid time off (PTO) plus 12 paid holidays annually
• Paid parental and caregiver leave
• Reimbursement for tuition and professional credentials

Pay

$115,000 – $130,000 annually

Schedule

Remote - US based candidates only, no visa sponsorship available