Senior Financial Planner

Business Development Manager at FINITETEK INC with expertise in sales and recruiting.

$75,000.00/yr - $85,000.00/yr

• Assist the Financial Planner in preparing for and conducting client meetings, with a focus on accuracy, detail, and personalized service.
• Manage all pre-meeting tasks, including data gathering, agenda creation, client paperwork preparation, Investment Policy Statements, and asset allocation strategies.
• Handle post-meeting follow-ups such as financial situation analysis and coordinating implementation with external professionals when necessary.
• Execute and support investment account transactions, including individual trades, cash management, portfolio rebalancing, and tax loss harvesting.
• Provide comprehensive financial planning advice to high-net-worth clients.
• Independently manage and nurture ongoing client relationships.
• Collaborate with the Lead Financial Planner on portfolio maintenance and management.
• Serve in a supporting role on the Investment Committee, contributing to research and decision-making.
• Use proprietary software to manage account models, trading, and tax strategies.
• Conduct ongoing fund research under the guidance of the Chief Investment Officer, including fund swaps and model updates.
• Assist with preparing and coordinating portfolio reviews in collaboration with the Investment Committee.
• Build meeting agendas and facilitate productive client discussions.

• Active FINRA registrations, including Series 7 and 66 (or FINRA-recognized equivalents)
• Bachelor’s degree (B.A. or B.S.)
• CFP certification or equivalent industry credentials strongly preferred
• Highly organized and detail-oriented with a proactive, self-starting mindset
• Strong analytical, financial modeling, and problem-solving skills
• Ability to work independently while keeping the Lead Planner informed of progress and obstacles

• Mid-Senior level

• Full-time

• Accounting/Auditing
• Analyst
• Finance

• Accounting
• Staffing and Recruiting
• Education Administration Programs