Financial Planner

Financial Planner Position Overview

Our client is seeking a Financial Planner to join their growing team. You will provide comprehensive financial planning support to advisors and clients, playing a key role in the development, analysis, and implementation of financial strategies. This position partners closely with advisory teams to deliver high-quality financial plans, conduct in-depth analysis, and support strategic initiatives across the firm’s financial planning function.

This role is not a sales position and focuses on delivering sophisticated planning support and enhancing the client planning experience.

• Prepare and develop comprehensive financial plans including retirement projections, cash flow analyses, education planning, insurance analyses, and estate planning scenarios.
• Conduct detailed financial modeling and scenario analysis to support client recommendations.
• Identify planning opportunities based on financial plan analysis and advisor discussions.
• Draft financial plans and supporting materials for advisor review and client presentations.
• Perform specialized analyses including Social Security, mortgage, tax planning, and other client-specific requests.
• Collaborate with clients’ external advisors (CPAs, attorneys, etc.) to gather relevant data and ensure accurate planning outcomes.

• Support and enhance the firm’s financial planning process, systems, and tools to ensure efficiency, scalability, and high-quality client outcomes.
• Oversee financial plan preparation across the planning team, ensuring consistency, quality, and timely delivery.
• Lead initiatives to improve and standardize financial planning workflows and client experience.
• Evaluate financial planning technologies and processes to ensure alignment with firm strategy and industry standards.
• Partner with advisors and leadership to support firm-wide financial planning initiatives and strategic projects.

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
• 5+ years of experience in financial planning, wealth management, or advisory services.
• Demonstrated experience developing and implementing comprehensive financial plans.
• CFP designation preferred (or progress toward certification).
• Series 65 license required.

• Experience with financial planning software (eMoney preferred).
• CRM experience (Salesforce preferred).
• Portfolio management platform experience (Orion preferred).
• Experience with tax and estate planning tools such as Holisti Plan or FP Alpha preferred.
• Knowledge of advanced tax planning concepts, including equity compensation (RSUs, ISOs, NQs) and international tax considerations, is a plus.

• Strong understanding of the RIA and independent wealth management industry.
• Deep financial planning and wealth management expertise.
• Strategic thinker with strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Highly organized with strong attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative team player with a strong commitment to client service.
• Comfortable working in an entrepreneurial and growth-oriented firm environment.
• Demonstrates integrity, accountability, and professional initiative.

Base Salary: $75,000 – $125,000 depending on experience
Bonus: Up to 15% performance bonus

Benefits include:

• 401(k) and Roth 401(k) with employer contributions
• Medical, dental, vision, life, and disability insurance
• HSA, FSA, and commuter benefits
• Paid time off and company holidays