Senior Financial Planner

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Key Responsibilities 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. Requirements 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. #J-18808-Ljbffr