Financial Planner

A well-established, privately held wealth management firm is seeking a Financial Planner to join its growing team. The firm provides comprehensive financial planning and investment advisory services to high-net-worth individuals and families.

This role is responsible for delivering tailored financial planning strategies and partnering closely with relationship managers and investment professionals to support new business efforts and deepen existing client relationships.

• Develop and deliver comprehensive financial plans
• Perform cash flow modeling and scenario analysis
• Advise on executive compensation and equity-based planning
• Create retirement income and funding strategies
• Evaluate insurance coverage and risk management needs
• Support education and estate planning strategies
• Collaborate with clients’ tax and legal advisors to implement planning recommendations
• Serve as an internal resource on financial planning topics
• Stay current on financial planning best practices and relevant tax laws
• Participate in client and prospect meetings

• 3+ years of experience in financial planning
• Bachelor’s degree required;
  Finance, Accounting, or Economics preferred
• CFP certification preferred
• Strong written and verbal communication skills
• Ability to manage multiple priorities and meet deadlines