Key skills
Mentoring
About this role
Role Overview
- Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more
- Run detailed tax analyses including Roth conversion modeling, tax-efficient withdrawal strategies, income timing, and charitable giving scenarios
- Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies
- Review client documents (tax returns, account statements, estate documents) to identify planning opportunities
- Serve as a trusted planning expert to a diverse group of independent advisors, each with their own brand and client style
- Prepare advisors for client meetings with clear, presentation-ready deliverables and talking points
- Help define and refine the workflows, templates, and quality standards for our centralized planning function
- Mentor and train junior planners as we grow the team
Requirements
- Required CFP® certification (active and in good standing)
- 3–5 years of hands-on experience building comprehensive financial plans in a professional setting (RIA, broker-dealer, or planning firm)
- Strong working knowledge of financial planning software in the categories of comprehensive planning, tax planning, and estate planning (e.g., RightCapital, Holistiplan, Wealth.com, eMoney, or similar tools)
- Ability to translate complex planning concepts into clear, actionable deliverables that advisors can confidently present to clients
- Comfort working across multiple advisor relationships simultaneously, each with different styles and client bases
- Preferred Series 65 or 7 & 63
- Experience working in a multi-advisor or enterprise RIA environment (not just supporting a single advisor)
- Familiarity with and enthusiasm for impact investing and values-aligned financial planning
- A track record of improving processes—you’ve built templates, streamlined workflows, or introduced tools that made a planning team more efficient
- Interest in mentoring or leading others. You don’t need management experience yet, but you want it.
Benefits
- Competitive benefits including health, dental, vision, 401(k), and paid time off