Senior Financial Planner

Support advisors in all aspects of financial plan design and analysis Cultivate advisor relationships to drive client satisfaction, continued utilization, and retention of planning services Follow Paraplanning team standards Communicate and align expectations with advisors based on their preferences and needs Collaborate with teammates during the plan development process Professionally present completed financial plans Maintain knowledge of personal financial planning concepts, current developments, and industry trends Identify advisor needs and refer opportunities to business partners including Client Experience, High Net Worth Services, and Tax Planning Maintain knowledge of Wealth Planning offerings Engage advisors through onboarding, integration, and the ongoing advisor relationship with Paraplanning Services Build positive working relationships across the team and Comprehensive Advice business units Requirements Bachelor's Degree in Business, Finance, or equivalent experience CFP® strongly preferred Equivalent experience or working towards CFP® 5+ years of financial services experience 3+ years of experience developing and presenting comprehensive financial plans Experience with eMoney, MoneyGuide, or RightCapital Understanding of personal financial planning, including retirement, personal wealth management, risk management, and education planning Ability to prioritize and handle multiple tasks simultaneously Interpersonal and collaboration skills Proficiency in Microsoft Office suite Effective communication, organizational skills, and attention to detail Core Competencies Demonstrates expertise in financial plan design and analysis, with a strong focus on personal financial planning concepts and effective communication with advisors. Proven ability to build relationships and collaborate across teams to enhance client satisfaction and retention. Highest-signal resume keywords CFP® Certification Financial Plan Development EMoney Proficiency Microsoft Office Proficiency Interpersonal Skills ATS Optimization Keywords Hard Skills Financial Planning Risk Management Wealth Management Retirement Planning Education Planning Comprehensive Financial Plans Client Relationship Management Task Prioritization Soft Skills Effective Communication Organizational Skills Collaboration Skills Attention to Detail Certifications & Qualifications Bachelor's Degree in Business Bachelor's Degree in Finance CFP® Preferred Industry Keywords Financial Services Paraplanning Client Experience High Net Worth Services Tax Planning Tools & Technologies EMoney MoneyGuide RightCapital #J-18808-Ljbffr Jobtailor