Financial Planner

As Spark grows, so does our need for a skilled financial planner who can deliver exceptional client experiences and technical depth in equal measure. The Financial Planner position is a mission-critical role at a financial planning-first firm, someone who brings CFP®-level knowledge, genuine curiosity, and the interpersonal warmth to translate complex financial concepts into confident, clear conversations with clients.

You will work closely with our Lead Advisors across the full planning lifecycle: gathering and analyzing financial documents, building and delivering financial plans, preparing for and following up on client meetings, and over time, taking ownership of client relationships. This role is designed to grow. As you build rapport with clients and deepen your expertise, you’ll take on more clients and move toward a Lead Advisor designation with clear, stepped increases in base compensation as your client roster expands.

On any given day, week, or month you’ll be:

• Preparing and delivering comprehensive financial plans with limited supervision, including document gathering and review, data entry, plan build-out, and troubleshooting.

• Leading or supporting client meeting preparation, presentation, and follow-up with clear, concise meeting notes and timely action item completion.

• Conducting tax analysis, including Roth conversion modeling using Holistiplan, and supporting year-end tax planning for clients.

• Reviewing insurance policies, estate documents, tax returns, and investment accounts to surface planning opportunities and flag issues.

• Understanding and applying Spark’s investment philosophy; supporting portfolio rebalancing in alignment with our approach.

• Attending client meetings alongside Lead Advisors; over time, taking the lead on select client relationships as trust and capacity grow.

• Communicating complex financial topics in approachable, jargon-free language, written and verbal.

• Managing ongoing client requests and questions with responsiveness and follow-through that reflects Spark’s service standards.

• Building relationships with a diverse client base, including high-income women, dual-career couples, and solopreneurs.

• Using the CRM (Advyzon) and financial planning software (Right Capital) with discipline: if it’s not documented, it didn’t happen.

• Managing your client workload like a portfolio of projects: organized, proactive, and never letting anything fall through the cracks.

• Taking compliance seriously and upholding the highest standard of accuracy and professional conduct.

• Have at least 2 years of financial planning experience and know the planning process like the back of your hand.

• Have passed the CFP® Exam.

• Bring a strong working knowledge of retirement planning, investing principles, taxation, Roth conversions, 529 plans, insurance, employee benefits, and the basics of estate planning.

• Have experience with financial planning software such as Right Capital, eMoney, Money Guide Pro , or similar.

• Are proficient in, or ready to quickly learn, Advyzon, Holistiplan, Schwab, Fidelity, or Altruist platforms.

• Can translate technical financial concepts into plain language that resonates with clients who are smart, busy, and not finance people.

• Are detail-oriented and process-driven: you don’t rely on memory, you rely on systems.

• Do what you say you’re going to do, every time, and follow up without being asked.

• Are warm, polished, and personable. Clients feel immediately at ease with you, whether you’re explaining a Roth conversion or navigating a hard conversation about a financial gap.

• Take personal accountability seriously and raise your hand early when something’s not right.

• Are curious about the full picture of a client’s financial life, not just the numbers, but the values behind them.

• Experience with stock compensation, small business owner planning, or 401(k) plan administration.

• Background in tax (EA, CPA or tax practice) with a desire to move into financial planning.

• Familiarity with Kinder Life Planning…