Financial Planning Lead

Our client is a growing RIA seeking a Financial Planning Lead to support the delivery of comprehensive financial planning services to HNW clients. This individual will serve as a key technical planning resource for advisors, helping develop financial plans, address complex planning needs, and maintain consistent planning standards across the firm.

Key Responsibilities

• Prepare, maintain, and update comprehensive financial plans and analyses for high-net-worth clients.
• Support financial advisors in identifying planning opportunities and developing tailored recommendations.
• Serve as an internal resource for complex financial planning questions and strategies.
• Assist with client meeting preparation, presentations, and follow-up items.
• Collaborate with advisors and client service teams to ensure a consistent, high-quality planning experience.
• Help develop and improve financial planning processes and workflows.

Qualifications

• Bachelor's degree required.
• Active CFP certification required.
• Strong technical knowledge of comprehensive financial planning and experience working with high-net-worth clients.
• Proficiency in financial planning software, CRM systems, and Microsoft Office.
• Strong analytical, organizational, and communication skills.