Senior Financial Planner

Senior Financial Planner Overview

• The Senior Financial Planner will collaborate with firm leadership to deliver comprehensive wealth management solutions to high-net-worth clients.
• Partner directly with the CEO to co-advise and manage elite client relationships, ensuring exceptional service and strategic planning.
• Shadow the CEO to gain insights into managing a $2.8 billion portfolio, preparing for leadership transition opportunities.
• Develop and implement sophisticated financial, estate, tax, and retirement strategies tailored to client needs.
• Coordinate with CPAs, estate attorneys, and insurance professionals to deliver seamless, cross-disciplinary client solutions.
• Contribute to the firm's award-winning culture, fostering collaboration and professional growth within the team.
• Leverage advanced financial planning software to optimize workflows and ensure data integrity.
• Benefit from executive compensation, including a top-tier base salary and performance-driven incentives.

Senior Financial Planner Key Responsibilities & Duties

• Collaborate with the CEO to co-advise and deepen relationships with high-net-worth clients.
• Lead client meetings, presenting tailored financial strategies and solutions.
• Design and implement complex financial plans using industry-standard software platforms.
• Coordinate strategy sessions with external professionals to ensure comprehensive planning solutions.
• Optimize team workflows, ensuring efficient case preparation and adherence to compliance standards.
• Develop long-term asset allocation strategies aligned with client investment objectives.
• Ensure all client communications and deliverables adhere to regulatory frameworks.
• Contribute to the firm's strategic growth and service model development.

Senior Financial Planner Job Requirements

• Bachelor’s degree in Finance, Economics, or Business is required.
• Certified Financial Planner (CFP®) designation is mandatory.
• Minimum of 10 years of financial planning experience; 20 years preferred.
• Expert-level knowledge of tax mitigation, estate structuring, and corporate benefits.
• Proficiency in financial planning software such as eMoney or MoneyGuidePro.
• Active Series 65 or Series 66 license; Life & Health Insurance license preferred.
• Elite presentation and interpersonal skills to build trust with high-income individuals.
• Ability to manage complex client relationships and deliver strategic solutions.