Financial Planner

This search is being conducted by Steve Spinello.

Financial Planner (CPA / CFP)
Base Salary: $100,000 – $120,000 + Bonus

Location:

Chattanooga, TN (Onsite)
We are partnering with a respected, fee-only Registered Investment Advisor to identify a Financial Planner for their growing team. This is an excellent opportunity for a technically strong planning professional with a CPA or CFP and a deep background in tax-focused financial planning. This role is ideal for someone who enjoys building comprehensive financial plans, supporting advisors behind the scenes, and serving as an internal planning expert—without being responsible for owning the primary client relationship.

Key Responsibilities Develop and deliver comprehensive and segmented financial plans for high-net-worth clients

Partner closely with lead and service advisors to support client planning needs

Perform in-depth analysis

Retirement planning

Cash flow and debt management

Net worth tracking

College planning

Asset allocation recommendations

Lead tax-focused planning strategies and provide insight through tax return review

Update and maintain client plans as financial situations evolve

Serve as the internal subject matter expert for planning best practices, processes, and tools

Utilize Money Guide Pro  and internal planning systems to produce consistent, high-quality planning deliverables

Why This Opportunity Stands Out Join a well-established, fee-only RIA with a strong reputation and collaborative culture

Work in a highly specialized planning role with meaningful impact

Opportunity to focus on sophisticated financial planning work without needing to lead the client relationship

Competitive base salary plus bonus potential

If you’re interested in learning more, please apply directly or message me for a confidential conversation.