Directly supervise a team of financial planners, provide ongoing training opportunities and feedback.
Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM.
Ensure compliance with internal policies and regulatory requirements.
Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged
CFP® certification or other accredited designation required
5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role
Experience with the distinct needs of high-net worth and ultra-high-net worth families
Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred
Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team
Familiarity with investment management concepts and financial products
Knowledge of regulatory requirements, industry best practices, and technology solutions
Experience with managing, training, and mentoring individuals in a professional setting
Exceptional attention to detail and time management
Strong client service orientation, behavioral finance knowledge, and professional demeanor

Medical, Dental, and Vision Insurance on the first day of employment
Flexible Spending Account and Dependent Care Account
401k with Profit Sharing
9+ holidays and discretionary time off structure
Parental Leave – coverage for both primary and secondary caregivers
Tuition Assistance Program and CPA support program with cash incentive upon completion
Discretionary incentive compensation based on firm, group and individual performance
Incentive compensation related to origination of new client sales
Top rated wellness program
Flexible working environment including remote and hybrid options

Senior Financial Planner

Key skills