Senior Financial Planner

BPP Wealth Solutions is looking for a Senior Financial Planner to help lead our team and work with our clients to help fulfil their dreams. You'll join a collaborative team of 2 other financial planners who share in the workload, so you're never carrying it alone. If you love building and helping teams, while also building lasting client relationships and want to make a real impact over how a firm runs — this is your seat at our table.

We're a close knit team on hybrid schedule (2–3 days/week in office) we offer competitive pay, superior bonus structure, and great benefits.

Team Management — train and mentor team members, keep things running smoothly Be the trusted advisor — guiding clients through financial plans fulfilling their dreams, cash flow analysis, investment strategy, tax planning, insurance, and estate planning tailored to their goals and needs.
Be a leader in our client experience — from annual reviews to day-to-day questions.

• CFP® designation (required)
• 5+ years as a financial planner with a comprehensive planning focus
• eMoney experience (critical)
• Strong grasp of financial planning, investments, insurance, tax and estate planning.
• A natural communicator who can make complex strategies easy to understand
• High integrity and a genuine drive to help clients succeed

Ready to make a real impact on people's financial futures? We'd love to hear from you.