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Senior Financial Planner
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
- Lead complex, cross-functional initiatives that expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.
- Serve as a senior expert in financial planning and wealth management, helping shape new products, tools, methodologies, and client experiences.
- Partner with teams across Investments, Product, Technology, Distribution, Compliance, Legal, Marketing, and Operations to deliver strategic solutions.
- Monitor industry trends, regulatory changes, client needs, and competitive developments to inform strategy.
- Evaluate, prioritize, and implement enhancements to advisory, planning, retirement, and financial wellness capabilities.
- Develop business cases, strategic recommendations, and implementation plans that improve the reach, scalability, and effectiveness of wealth management services.
- Establish best practices and standards that promote quality, consistency, and regulatory compliance.
- Provide expertise on enterprise initiatives to solve complex business, operational, planning, and compliance challenges.
- Influence leaders and stakeholders through data-driven insights and strategic recommendations.
- Mentor associates and provide leadership across key projects and initiatives.
- Bachelor’s degree or equivalent combination of education and relevant experience
- 8+ years of experience in financial planning, wealth management, investment advisory, retirement solutions, product development, strategy, or a related field
- Deep expertise in one or more financial planning disciplines, such as retirement, tax, estate, insurance, or investment management
- Proven success leading complex initiatives from strategy through execution
- Strong strategic thinking, analytical, communication, and stakeholder management skills
- Ability to influence across teams and leadership levels
- Preferred: CFP®, CFA®, CPA, ChFC®, or similar professional designation
- Experience developing or enhancing wealth management products, advisory programs, retirement income solutions, or financial planning platforms
- Experience supporting both retail investors and defined contribution retirement participants
Position Requirements
10+ Years
work experience
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