Senior Financial Planner; RIA

Company Description

Asset Management Group (AMG) is a fee-based, fiduciary registered investment advisory firm serving high-earning and high-net-worth families with increasingly complex financial lives. We provide integrated investment management and comprehensive financial planning, partnering with clients through each season of life as their goals and needs evolve.

We’re seeking an experienced financial planner who brings strong judgment, a sense of ownership, and a thoughtful approach to complex planning work. This is a senior-level role
, ideal for someone who enjoys thinking holistically, working independently, and taking responsibility for delivering high-quality planning outcomes.

You should be comfortable navigating complexity, prioritizing what matters most, and contributing meaningful recommendations without needing constant direction. You value doing the work well, communicating clearly, and following through on commitments, while continuing to learn and grow alongside a collaborative team.

This role is well suited for someone who:

• Thinks strategically about financial planning, not just tactically
• Takes pride in anticipating issues and offering solutions
• Values integrity, clarity, and long-term client outcomes
• Appreciates established processes and contributes to improving them over time

If you’re looking for a collaborative environment where your experience is respected, your judgment is valued, and your work makes a real impact for clients, this could be a strong fit.

• Own end-to-end financial planning for high-net-worth clients
• Independently identify planning risks, priorities, and tradeoffs
• Deliver advanced planning strategies across tax, retirement, investments, and estate considerations
• Proactively improve planning workflows while respecting AMG’s planning philosophy
• Utilize eMoney (preferred), Redtail CRM, Orion, Teamwork, and other fintech tools
• Ensure planning accuracy, scenario modeling, and reporting integrity

This role has a defined pathway to Director of Planning
, earned through demonstrated leadership, sound judgment, and sustained execution excellence.

• 8+ years of comprehensive financial planning experience
  , including retirement income planning, Medicare, Roth conversions, RMDs, cash flow, and tax-aware strategies
• Significant exposure to high-net-worth or complex client situations
• Demonstrated ability to work independently and exercise sound planning judgment
• Series 65 (or equivalent) required
• CFP®, CPA, or advanced tax/estate education strongly preferred
• Strong analytical and problem-solving skills in complex financial planning
• Deep understanding of retirement, estate, and investment coordination
• Proficiency with financial planning software (
  eMoney required
  )
• Excellent communication skills and the ability to build trust with clients and internal partners

Mid-Senior level

Full-time

Finance and Sales