Senior Financial Planning Specialist (CPA)

Job Description

Compensation: Base salary of $105-125k plus individual and team bonus between 15-20% of salary, depending on performance.

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

Overview:

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.

Responsibilities:

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

Qualifications:

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