Wealth Management - Financial Planner

Some planners produce an answer. Others keep working until they know it is the right one.

This role is for the second kind of person.

You treat the software's answer as the beginning of the work. You test the assumptions underneath it, look for what the analysis may have missed, and consider how a recommendation will affect the rest of a client's financial life.

You enjoy complexity, but you do not make things unnecessarily complicated. You can turn tax returns, estate documents, equity compensation, investment portfolios, and competing priorities into advice a client can understand and act on.

If you have developed a strong technical foundation and want to become an exceptional financial planner, our firm offers an unusual opportunity to do consequential work alongside experienced owner-advisors.

We are an independent, owner-led wealth management firm serving more than 100 client families and advising on more than $400 million. We work primarily with technology executives, founders and business owners, and families managing multigenerational wealth.

Our clients often face decisions involving concentrated stock, executive compensation, a business or career transition, significant tax exposure, and the coordination of a complex financial life. These decisions rarely fit neatly inside one planning discipline. Good advice requires us to understand how the pieces affect one another and what the client is ultimately trying to make possible.

We have deliberately built a small practice. Our target is for each senior advisor to serve no more than 50 client families, so our advice can remain personal, responsive, and deeply considered. We use technology to improve our judgment and follow-through while preserving a distinctly human client experience.

The Financial Planner exists to strengthen the quality of our advice and make sure good recommendations become completed actions.

You will research and model complex planning decisions, prepare advice for client meetings, and coordinate the follow-through that turns a recommendation into a result. You will work across tax, investments, estate planning, insurance, retirement, and executive compensation. This role carries no business-development requirement. Your contribution comes through the quality of your thinking, the reliability of your execution, and the confidence clients and teammates place in your work.

Build and maintain net worth statements, cash-flow projections, retirement scenarios, tax estimates, and other decision models. Test the assumptions behind the analysis and explain the consequences of different choices.

Research planning questions involving RSUs, stock options, concentrated positions, charitable giving, liquidity events, and multiyear tax strategy. Review tax returns and equity-compensation materials to identify questions, risks, and opportunities for the advisory team.

Review portfolios and help develop recommendations aligned with each client's financial plan, target allocation, tax circumstances, liquidity needs, and tolerance for concentration. Prepare investment proposals that make both the recommendation and its rationale clear.

Help shape agendas around the decisions that matter. Prepare accurate, decision-ready analyses and presentations. Contribute a well-supported point of view and help translate complexity into language the client can use.

Document decisions, assign and track next steps, and coordinate with advisors, teammates, and outside professionals. Acknowledge client requests the same day and help…