Financial Planner

We are seeking an experienced Financial Planner to join a top-producing advisory team within Barnum Financial Group – Tri State. This individual will play a critical role in leading the financial planning function for the team’s clients, delivering comprehensive and customized strategies to high-net-worth individuals, families, and business owners. This role is ideal for a professional who is currently serving in a financial planning capacity or holds the CFP® designation , and is looking to elevate their impact within a high-performing, growth-oriented team. Key Responsibilities Lead and manage the end-to-end financial planning process for the team’s clients Analyze client data and develop tailored financial plans, including: Investment strategies Risk management and insurance planning Estate and legacy planning Prepare and present financial plans in client meetings alongside advisors Conduct ongoing reviews and proactively identify new planning opportunities Partner closely with advisors to implement recommendations and ensure follow-through Maintain accurate client data within financial planning and CRM systems Serve as a key resource for complex planning cases and advanced strategies Qualifications Fully securities licensed (Series 7 & 66 required; Life/Health preferred) CFP® designation required or currently functioning in a dedicated financial planning role within a wealth management or advisory practice 3+ years of experience in financial planning or wealth management Strong technical knowledge across planning disciplines (retirement, tax, estate, risk management) Excellent communication and client-facing presentation skills Highly organized with the ability to manage multiple client engagements Demonstrates professionalism, ownership, and a team-first mindset What Sets This Role Apart Join a top-producing advisory team with an established and growing client base Take ownership of the financial planning strategy for high-value client relationships Work in a collaborative environment with strong operational and advisor support Access to a broad platform of planning tools, investment solutions, and insurance products Opportunity to deepen expertise and play a central role in client outcomes Competitive base salary + performance-based bonus #J-18808-Ljbffr