Planning Strategist

Client-Focused: You’re dedicated to delivering an exceptional client experience and translating complex financial concepts into clear, actionable guidance.

Analytical: You bring strong financial planning expertise and confidently analyze client needs to develop thoughtful, personalized strategies.

Detail-Oriented: You effectively manage competing priorities while maintaining accuracy, organization, and adherence to regulatory and internal requirements.

In this role, you’ll partner with Advisors to develop, analyze, and deliver personalized financial strategies while supporting the operational execution of client recommendations. Partner with team members and Advisors to prepare client-ready meeting materials, follow-up deliverables, and relationship management support for select clients

Provide client-facing financial advice and support in collaboration with Advisors

Analyze client needs and develop financial strategies using financial planning software

Assist in creating and presenting comprehensive financial plans tailored to individual client goals

Manage multiple competing priorities while maintaining a high level of client service and accuracySupport account openings, transfers, document processing, and other operational needs of the advisory team

Ensure accuracy and compliance with AML, SEC, and internal firm policies and requirements

Collaborate with Advisors, tax professionals, estate planning attorneys, investment professionals, and operations teams to execute integrated financial strategies

Bachelor’s degree in finance, economics, accounting, or a related field preferred

3-5 years of financial services industry experience, including B2B support for Advisors and/or B2C direct financial advising

Strong proficiency with financial planning software such as eMoney, MoneyGuidePro, or RightCapital, along with CRM systems and Microsoft Office Suite

Strong communication skills with the ability to explain moderately complex financial strategies clearly and effectively to clients

Understanding of financial industry regulations, documentation requirements, and internal compliance policies

This role may also be eligible for variable pay (bonuses, commissions, incentives).

Benefits include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous PTO.

At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office model delivers integrated financial and lifestyle guidance tailored to each client’s unique goals.

All qualified applicants will receive consideration without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

We are committed to providing reasonable accommodation throughout the application and employment process.