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Senior Financial Planner - Lead Comprehensive Planning Team
Job in
Columbia, Lexington County, South Carolina, 29228, USA
Listed on 2026-07-10
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-07-10
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
Advisor Talent Solutions in Columbia, SC seeks a Financial Planner to lead team efforts in creating customized comprehensive financial plans, annual updates, and client analysis. The role involves collaborating with CPAs and paraplanners to support advisors and optimize client outcomes.
Responsibilities include preparing plans, evaluating opportunities, and presenting complex concepts to clients during meetings. Strong communication and analytical skills are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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