Wealth Advisor, Planning Strategist

Position Summary

Saling Wealth Advisors is seeking an experienced CFP® professional to partner with our Relationship Managers in developing and delivering comprehensive financial planning strategies. This role is ideal for someone who enjoys the technical and strategic side of planning and can translate complex concepts into clear, actionable recommendations for families, executives, and business owners.

The Wealth Advisor, Planning Strategist participates actively in client relationships while serving as a technical planning resource for advisors and collaborating with clients’ CPAs, estate planning attorneys, insurance professionals, and other outside advisors.

About Saling Wealth Advisors

At Saling Wealth Advisors, we empower families to focus on what matters most. Through comprehensive, relationship-driven wealth management, we help clients navigate important financial decisions with clarity and confidence.

FAMILY: We care about our clients and one another. TEAM: We believe the best outcomes come through collaboration. PURPOSEFUL: We provide intentional planning and execution. PROGRESSIVE: We continuously learn, improve and embrace innovation.

Key Responsibilities

• Develop comprehensive financial plans, analyses, scenarios, and actionable recommendations.
• Identify opportunities across retirement, tax, estate, charitable, risk management, investment, cash-flow, executive compensation, and business-owner planning.
• Participate in planning-focused client meetings alongside Relationship Managers.
• Prepare planning analyses, recommendation summaries, and supporting materials in advance of meetings.
• Explain financial planning concepts clearly and help ensure recommendations are documented and implemented.
• Serve as a technical planning resource for advisors and other team members.
• Contribute to improvements in planning processes, templates, tools, and firm standards.

What Success Looks Like in Year One

• Become a trusted planning partner to Relationship Managers.
• Deliver thorough, accurate, and actionable planning analyses.
• Build strong relationships with clients and outside professional advisors.
• Consistently demonstrate our values of Family, Team, Purposeful, and Progressive.

Qualifications

• Bachelor’s degree from an accredited college or university.
• CFP® certification and Series 65 license.
• Minimum of 3 years of relevant financial planning or wealth management experience, including developing comprehensive financial plans and working directly with clients.
• Strong working knowledge across the major disciplines of financial planning.
• Ability to analyze complex financial information and translate it into actionable recommendations.
• Excellent written and verbal communication skills, strong attention to detail, and the ability to manage multiple priorities.
• Proficiency with Microsoft Office and comfort using financial planning, CRM, portfolio management, and related wealth-management technology.

Preferred Qualifications

• Experience serving high-net-worth families, executives, and business owners.
• Experience collaborating with CPAs and estate planning attorneys.
• Experience with planning and CRM platforms such as MoneyGuidePro, eMoney, or Tamarac CRM.

What We Offer

• Competitive Compensation
• Opportunity for Advancement
• Paid Time Off
• Observed Holidays
• Employee Benefits including 401k
• Professional Development Support