Financial Planner

Position Title: Financial Planner

The Financial Planner plays a crucial role in guiding high-net-worth clients through their financial journey. This position involves creating tailored financial plans that address various aspects such as retirement, tax, estate, and investment strategies. The successful candidate will utilize financial planning software to analyze complex data and provide actionable recommendations. Collaboration with advisors and ongoing research are key components of this role.

A strong understanding of financial principles and a commitment to client-centric service are essential for success in this position.

• Create customized financial plans for high-net-worth clients
• Analyze retirement, tax, estate, and investment strategies
• Use financial planning tools to model client scenarios
• Support Advisors with research and planning recommendations
• Prepare reports and materials for client meetings
• Stay current on tax laws and planning best practices

• High school diploma
• CFP® certification required or actively pursuing
• A minimum of 5 years in financial planning or wealth management
• Strong understanding of retirement planning, tax strategies, estate planning, and risk management
• Ability to interpret complex financial data and translate it into actionable recommendations
• Experience in financial planning or wealth management
• Comfortable working with financial planning software, specifically eMoney
• Proficient in Microsoft Word, Outlook, and Teams
• Series 65/66 is preferred

• Medical insurance with 50% coverage for employees, increasing to 75% after 5 years of service
• 100% employer coverage for dental and vision insurance
• 401K plan with a safe harbor match of 4%
• Unlimited PTO subject to approval
• Unlimited sick time as needed
• Benefits eligibility starts on the first day of the month following the hire date

If you are a Financial Planner looking to take the next step in your career, apply now!