Senior Financial Planner

Job DetailExperience Level ManagerDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000020434Salary Type AnnuallyIndustry Wealth ManagementSelling Points Collaborate with industry leaders to shape strategic financial solutions. Gain executive-level exposure and leadership opportunities in a dynamic firm. Thrive in an award-winning culture with top-tier compensation.Job DescriptionSenior Financial Planner OverviewThe Senior Financial Planner will collaborate with firm leadership to deliver comprehensive wealth management solutions to high-net-worth clients.Partner directly with the CEO to co-advise and manage elite client relationships, ensuring exceptional service and strategic planning.Shadow the CEO to gain insights into managing a $2.8 billion portfolio, preparing for leadership transition opportunities.Develop and implement sophisticated financial, estate, tax, and retirement strategies tailored to client needs.Coordinate with CPAs, estate attorneys, and insurance professionals to deliver seamless, cross-disciplinary client solutions.Contribute to the firm's award-winning culture, fostering collaboration and professional growth within the team.Leverage advanced financial planning software to optimize workflows and ensure data integrity.Benefit from executive compensation, including a top-tier base salary and performance-driven incentives.Senior Financial Planner Key Responsibilities & DutiesCollaborate with the CEO to co-advise and deepen relationships with high-net-worth clients.Lead client meetings, presenting tailored financial strategies and solutions.Design and implement complex financial plans using industry-standard software platforms.Coordinate strategy sessions with external professionals to ensure comprehensive planning solutions.Optimize team workflows, ensuring efficient case preparation and adherence to compliance standards.Develop long-term asset allocation strategies aligned with client investment objectives.Ensure all client communications and deliverables adhere to regulatory frameworks.Contribute to the firm's strategic growth and service model development.Senior Financial Planner Job RequirementsBachelor’s degree in Finance, Economics, or Business is required.Certified Financial Planner (CFP) designation is mandatory.Minimum of 10 years of financial planning experience; 20 years preferred.Expert-level knowledge of tax mitigation, estate structuring, and corporate benefits.Proficiency in financial planning software such as eMoney or MoneyGuidePro.Active Series 65 or Series 66 license; Life & Health Insurance license preferred.Elite presentation and interpersonal skills to build trust with high-income individuals.Ability to manage complex client relationships and deliver strategic solutions.