Financial Planner

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking an entry-level, detail-oriented Financial Planner to join our team.

The Financial Planner serves as a trusted advisor responsible for delivering comprehensive, goal-based financial planning to individuals, families, and businesses. This role applies advanced analytical judgment, technical planning expertise, and client relationship management to develop tailored strategies that support long-term financial objectives and contribute to a differentiated client experience.

• Evaluate complex financial information for individuals, families, and businesses to develop comprehensive plans aligned with each client’s goals, priorities, risk profile, and broader financial circumstances.
• Gather, synthesize, and interpret client data to support high-quality financial planning recommendations and a disciplined planning process.
• Apply the CFP® financial planning framework to design, maintain, and refine comprehensive, goal-based financial plans.
• Advise clients on cash flow projections and planning strategies, including the development, communication, implementation, and ongoing monitoring of recommendations.
• Assess investment strategies, asset allocation considerations, and related planning recommendations in alignment with clients’ objectives, risk tolerance, liquidity needs, and long‑term priorities.
• Conduct financial analysis and research to identify planning opportunities, address risks, and support informed decision‑making.
• Stay current on industry trends, planning strategies, technology, and regulatory changes to support compliant, accurate, and relevant client advice.
• Build and maintain trusted client relationships through proactive, clear, and professional communication.
• Engage with clients on a timely basis for scheduled reviews, plan updates, and planning‑related follow‑up needs.
• Educate clients and Tri‑Star team members on financial planning topics, recommendations, and client‑specific strategies.
• Prepare written financial plans and present recommendations in a clear, concise, and compelling manner.
• Collaborate with other departments to introduce the financial planning process to prospects and support integrated client service.
• Communicate plans and strategies effectively through in‑person meetings, video conferencing, phone calls, and other approved communication channels.
• Develop and maintain proficiency with financial planning software, client relationship systems, and supporting technology platforms.
• Perform other related duties as assigned.

• The ability to understand and learn multiple platforms and how they integration with each other.
• Proficient in Microsoft Office Suite.
• Excellent verbal and written communication skills.
• Proven experience building and maintaining relationships.
• Ability to learn and work with trust accounting system.

• 3+ years’ experience in the finance industry
• 2+ years’ experience in a client‑facing role
• Familiar with financial planning software (eMoney preferred)

• We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
• We act in good faith and hold ourselves to a higher fiduciary standard.
• We adhere to a Higher Purpose that is a driving force in our culture:
  Building caring, genuine relationships that strengthen families and transform our communities.
• Tri‑Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
• We currently serve over 1,100 relationships and manage almost $4 billion in client assets while maintaining 99.5% client retention.
• Please visit our website at  to learn more.