Senior Financial Planning Specialist (CPA)

Job Description

Compensation: Base salary of $105k - 115k plus individual and team bonus between 15-20% of salary depending on performance.

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Benefits: Full healthcare premium coverage and remote and flexible work schedule.

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Overview:

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Our client is seeking a Financial Planning & Tax Analyst (CPA) to play a key role in supporting financial advisors through advanced financial planning, case preparation, and client service. This individual will serve as a senior resource within the office, assisting with complex planning scenarios, mentoring junior team members, and ensuring the smooth execution of financial planning processes. The ideal candidate has a CPA designation, several years of experience in financial services, and a passion for delivering exceptional client support.

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Responsibilities:

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• Gather and analyze financial information for advisor meetings with clients and prospects.
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• Prepare annual review materials and develop financial planning and investment proposals.
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• Input and maintain financial planning data within planning software, including all planning modules and asset allocation recommendations.
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• Review financial plans and recommendations for accuracy and completeness before client presentation.
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• Assist advisors with complex financial planning analyses and client cases.
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• Recommend portfolio and investment allocation strategies.
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• Maintain client files, case notes, account documentation, and planning records.
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• Serve as a liaison between advisors, clients, the home office, and investment partners.
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• Resolve complex service and administrative issues while ensuring a high level of client satisfaction.
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• Mentor and assist in training junior team members on planning processes and office procedures.
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Qualifications:

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• CPA (Certified Public Accountant) required.
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• Series 7, 63, and Health & Life Insurance License preferred.
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• 3+ years of experience in financial services, wealth management, or insurance.
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• Strong financial planning and analytical skills with experience supporting advisors.
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• Experience with financial planning software and investment proposal tools.
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• Excellent attention to detail and organizational skills.
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• Strong written and verbal communication skills.
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• Ability to manage multiple priorities in a fast-paced environment.
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• Self-motivated with sound judgment, professionalism, and a commitment to continuous learning.
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• Ability to work independently while collaborating effectively with advisors and team members.
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