Financial Planner

Financial Planner Position Overview Our client is seeking a Financial Planner to join their growing team. You will provide comprehensive financial planning support to advisors and clients, playing a key role in the development, analysis, and implementation of financial strategies. This position partners closely with advisory teams to deliver high-quality financial plans, conduct in-depth analysis, and support strategic initiatives across the firm’s financial planning function. This role is not a sales position and focuses on delivering sophisticated planning support and enhancing the client planning experience. This is a hybrid position (at least 3 days in the office). Key Responsibilities Financial Planning & Client Support Prepare and develop comprehensive financial plans including retirement projections, cash flow analyses, education planning, insurance analyses, and estate planning scenarios. Conduct detailed financial modeling and scenario analysis to support client recommendations. Identify planning opportunities based on financial plan analysis and advisor discussions. Draft financial plans and supporting materials for advisor review and client presentations. Perform specialized analyses including Social Security, mortgage, tax planning, and other client-specific requests. Collaborate with clients’ external advisors (CPAs, attorneys, etc.) to gather relevant data and ensure accurate planning outcomes. Financial Planning Department Leadership & Process Management Support and enhance the firm’s financial planning process, systems, and tools to ensure efficiency, scalability, and high-quality client outcomes. Oversee financial plan preparation across the planning team, ensuring consistency, quality, and timely delivery. Lead initiatives to improve and standardize financial planning workflows and client experience. Evaluate financial planning technologies and processes to ensure alignment with firm strategy and industry standards. Partner with advisors and leadership to support firm-wide financial planning initiatives and strategic projects. Qualifications Bachelor’s degree in Finance, Accounting, Economics, Business, or related field. 5+ years of experience in financial planning, wealth management, or advisory services. Demonstrated experience developing and implementing comprehensive financial plans. CFP designation preferred (or progress toward certification). Series 65 license required. Technical Skills Experience with financial planning software (eMoney preferred). CRM experience (Salesforce preferred). Portfolio management platform experience (Orion preferred). Experience with tax and estate planning tools such as Holistic plan or FP Alpha preferred. Knowledge of advanced tax planning concepts, including equity compensation (RSUs, ISOs, NQs) and international tax considerations, is a plus. Professional Skills Strong understanding of the RIA and independent wealth management industry. Deep financial planning and wealth management expertise. Strategic thinker with strong analytical and problem-solving abilities. Excellent communication and interpersonal skills. Highly organized with strong attention to detail. Ability to manage multiple priorities in a fast-paced environment. Collaborative team player with a strong commitment to client service. Comfortable working in an entrepreneurial and growth-oriented firm environment. Demonstrates integrity, accountability, and professional initiative. Compensation & Benefits Base Salary: $100,000 – $125,000 depending on experience Bonus: Up to 10% performance bonus Benefits include: Retirement plan, including 401(k) and Roth 401(k), with employer contributions Medical, dental, vision, life, and disability insurance HSA, FSA, and commuter benefits Paid time off and holidays Continuing education opportunities and career advancement #J-18808-Ljbffr