Financial Planning Lead

Our financial advisory client is seeking a Financial Planning Lead to serve as a technical planning resource across the firm and help deliver a high-quality financial planning experience to high-net-worth individuals and families. This role partners closely with advisors and the client experience team to develop financial plans, identify planning opportunities, support complex client situations, and ensure consistency across the firm’s planning processes.

• Prepare, maintain, and update comprehensive financial plans and planning analyses for HNW clients.
• Partner with advisors to identify planning opportunities and develop recommendations across financial planning, tax, estate, retirement, and related areas.
• Serve as a technical resource and thought partner to advisors on complex planning strategies and client situations.
• Support client meetings through preparation of agendas, presentations, analyses, and follow-up; participate in meetings as needed.
• Help maintain and improve consistent planning processes, workflows, and client experiences across the firm.
• Collaborate with advisors, service teams, and outside professionals to coordinate client planning needs.
• Provide exceptional client service while maintaining a high level of organization, accuracy, confidentiality, and follow-through.
• Stay current on financial planning trends, strategies, and industry best practices.

• Bachelor’s degree and CFP® certification required.
• Strong financial planning experience with proficiency in financial planning software and financial data analysis.
• Master’s degree in Taxation/Tax Accounting or a background in estate law preferred.
• Strong knowledge of complex financial planning strategies, ideally serving HNW/UHNW clients.
• Proficiency with Microsoft Office and CRM platforms such as Salesforce.
• Excellent written and verbal communication skills with exceptional attention to detail.
• Collaborative, analytical, client-focused, and able to work independently in a fast-paced environment.

Tagged as:
Data Analysis, Financial Modeling, Salesforce