Financial Planner

Job Description:

Financial Planner

Deliver insight. Cultivate trust. Contribute to something enduring.

For more than four decades, our firm has advised a select group of professionals, business owners, and multigenerational families with $1M+ in investable assets. We operate with the rigor and attentiveness of a family office - integrating investment management with sophisticated planning across tax, estate, and long-term wealth management.

We are seeking an experienced Financial Planner to work in close partnership with senior advisors, including the firm's founder. This role is designed for a thoughtful practitioner who values depth over volume-someone who takes pride in precision, operates effectively within a collaborative, high-trust environment, and is motivated by meaningful client impact.

You will play a central role in the planning process - shaping recommendations, contributing to client dialogue, and helping drive outcomes. Over time, the role may evolve along multiple, well-defined paths aligned with individual strengths and ambition: into a Senior Financial Planner capacity with increased technical depth, complexity, and mentorship; into a Lead Advisor role with primary client responsibility and relationship leadership; or into a specialized investment track, contributing to portfolio strategy and research, including pursuit of the CFA® designation.

Key Responsibilities

• Partner closely with advisors to design and implement integrated planning strategies
• Contribute meaningfully in client meetings, helping guide thoughtful discussions
• Develop and maintain financial plans, including modeling, scenario analysis, and projections
• Prepare for client engagements by synthesizing financial information and identifying opportunities
• Collaborate closely with the firm's in-house tax team to review and refine tax planning strategies, and participate in the review of client tax returns to ensure alignment with broader wealth planning objectives
• Coordinate follow-through on client decisions with precision and accountability
• Maintain accurate client records and serve as a responsive, trusted point of contact
• Collaborate across the firm to deliver a seamless, high-touch client experience
• Contribute to the evolution of the firm's planning capabilities, processes, and offerings

What Distinguishes This Role

• Career Path Flexibility
  A deliberate and structured approach to growth, with clearly defined pathways aligned to performance and aspiration, including progression to Senior Financial Planner, advancement into a Lead Advisor role, or specialization in investment research and strategy.
• Apprenticeship-Level Mentorship
  Direct engagement with experienced advisors and firm leadership, with emphasis on developing judgment alongside technical expertise
• Depth of Work
  Exposure to complex, high-net-worth client situations requiring thoughtful, multi-disciplinary planning
• Autonomy with Accountability
  The ability to shape strategies and contribute ideas within a culture that values ownership and follow-through
• Firm-Wide Influence
  Opportunities to enhance how we serve clients through process refinement, innovation, and new capabilities
• Dedicated Time for Improvement
  Structured opportunities to step back from day-to-day work and meaningfully improve how we operate

Compensation

We offer a competitive and thoughtfully structured compensation package aligned with experience, contribution, and long-term growth within the firm.

Qualifications

• Bachelor's degree in Finance, Financial Planning, or a related field
• CFP® certification required
• Active Series 7, Series 66 or Series 63/65, and insurance licenses
• ~8+ years of experience in wealth management with a strong planning focus
• Expertise across tax, estate, retirement, and investment planning
• Strong communication skills with the ability to build trust and convey complex ideas clearly
• High attention to detail and ability to manage multiple priorities
• Proficiency with CRM systems and core planning tools
• Collaborative mindset, sound judgment, and commitment to professional growth
• Demonstrated record of professional growth and increasing responsibility within wealth management
• High emotional intelligence and professional maturity, with the ability to take initiative and contribute meaningfully within a collaborative, high-expectation environment

Why Join Us

We are intentional about the work we do and the people we bring into the firm. This is an environment for professionals who value excellence, discretion, and long-term thinking-both in client relationships and in their own careers.

Your contributions will be both visible and consequential as part of a team that takes pride in its work and approaches growth with discipline and purpose.

If you are seeking to deepen your expertise, expand your impact, and build a career within a thoughtful and enduring firm, we invite you to explore a conversation with us.