Wealth Management Senior Financial Planner

Key Responsibilities

• Develop and deliver sophisticated financial plans using tools such as MoneyGuide Elite, Holistiplan, Vanilla, Income Lab and Microsoft Excel to high net worth and ultra-high net worth clients.
• Engage clients in meaningful conversations to gather financial data and present personalized planning strategies.
• Interpret trust and estate planning documents, create abstractions in software and present to clients.
• Model estate planning strategies in software and present to clients.
• Use client tax returns, model scenarios in tax planning software and present strategies to clients.
• Discuss strategies such as Roth conversions, charitable funding options, income planning strategies. Model multi-year tax planning strategies and share with clients and their tax preparers.
• Engage in goals planning discussions helping clients make short and long-term decisions, uncovering risks and opportunities using an educational, consultative approach.
• Collaborate with clients, internal and external partners such as attorneys and tax preparers to implement financial recommendations.
• Identify opportunities to deepen client engagement through proactive planning initiatives with your team members. You will be responsible for engaging clients in financial planning for your team.
• Serve as the financial planning expert for your team and the broader division, participating in client meetings and strategic discussions.
• Support the Director in creating training materials, client publications, and marketing content.
• Ensure compliance with internal policies, risk controls, and regulatory standards.
• Deliver an exceptional client experience with every interaction.

Qualifications

• Bachelor’s degree in Finance, Business, or a related field.
• CFP® certification required, with 5–10 years of comprehensive financial planning experience.
• Must have knowledge of all financial planning topics.
• Experience with trust and estate planning; fiduciary trustee experience is a plus.
• Strong presentation and communication skills, with the ability to explain complex financial topics clearly.
• Proficiency in financial planning software (Vanilla and MoneyGuide preferred).
• Advanced skills in Microsoft Excel and the full Microsoft Office suite.
• Highly organized, detail-oriented, and able to manage multiple priorities effectively.

Pay

The good-faith, reasonable base salary range for this role is $110,000–$135,000. Actual compensation will be based on relevant experience, skills, training, certifications, and education. This role may be eligible for an annual bonus and includes a comprehensive benefits package.

Benefits

Our employees enjoy a comprehensive benefits package, which includes health and welfare benefits, paid time-off, work-life program, and a 401(k) plan.