Financial Planner

Position Overview
An established wealth management and financial planning firm is seeking a Wealth Planner to support high-net-worth and ultra-high-net-worth individuals, families, business owners, and entrepreneurs. This role will work closely with advisors and clients to deliver comprehensive financial planning solutions, coordinate with outside professionals, and provide exceptional client service. The ideal candidate is a highly organized, detail-oriented professional with a passion for financial planning and relationship management. This individual will thrive in a collaborative environment and enjoy helping clients navigate complex financial decisions while supporting long-term financial success.

Key Responsibilities Client Service & Relationship Management

• Serve as a trusted client advocate and assist with addressing client questions and needs
• Deliver a high level of client service and support throughout the planning process
• Develop and maintain strong relationships with clients and their families
• Ensure client requests are handled accurately and efficiently

Financial Planning & Analysis

• Assist advisors with financial plan preparation and meeting preparation
• Participate in client meetings and maintain detailed documentation of discussions and action items
• Review financial statements, estate planning documents, and insurance policies
• Prepare insurance analyses, planning recommendations, and client presentations
• Develop and maintain net worth statements and financial planning reports
• Utilize planning software to model various financial scenarios and outcomes

Investment & Retirement Planning Support

• Assist with portfolio reviews to ensure alignment with client goals and objectives
• Support retirement plan reviews and participant education initiatives
• Monitor financial planning recommendations and implementation activities
• Prepare supporting analyses for investment and retirement planning discussions

Collaboration & Process Management

• Collaborate with CPAs, attorneys, estate planners, and other professional advisors
• Maintain client data within CRM and financial planning software systems
• Support special projects and firm initiatives as needed
• Identify opportunities to improve workflows, processes, and client experience

Qualifications

• Bachelor's degree in Finance, Business, Accounting, Economics, or a related field
• Certified Financial Planner (CFP) designation or active CFP candidate status or eligibility
• Understanding of comprehensive financial planning , including investment, retirement, tax, estate, and risk management concepts
• Strong client service orientation and professional communication skills
• Excellent written, verbal, organizational, and problem-solving abilities
• Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook
• Experience working with financial planning, CRM, or wealth management software platforms
• Strong attention to detail and ability to manage multiple priorities
• Ability to work both independently and collaboratively in a team environment

Preferred Qualifications

• Experience supporting high-net-worth or ultra-high-net-worth clients
• Experience within a wealth management, family office, financial planning, or registered investment advisory environment
• Exposure to estate planning, tax planning, insurance analysis, and advanced planning strategies
• Familiarity with financial planning software, CRM systems, and portfolio reporting tools
• Demonstrated passion for financial planning and long-term client relationship development

EEO Notice

Vaco by Highspring is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.

Vaco by Highspring and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco by Highspring and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada: Based on Highspring's discussions with its Client, Highspring's understanding is that this position for employment is a current vacancy (either through Highspring as a contractor or with the client directly).

Privacy Notice

Vaco by Highspring and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring's use of AI can be found here ( Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client's use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

• the individual's skill sets, experience and training;
• licensure and certification requirements;
• office location and other geographic considerations;
• other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.