Planning Strategist
$92k - $127kNorthRock Partners
Detail-Oriented: You ensure accuracy across financial plans, documentation, and compliance requirements
Collaborative: You work effectively across advisors, specialists, and operations teams to deliver seamless client outcomes
In this role, you’ll deliver personalized financial advice and support the development and execution of client strategies in partnership with Advisors. Partner with advisors and team members to prepare and deliver client-ready meeting materials and follow-ups
Provide client-facing financial advice and support in collaboration with Advisors
Analyze and develop financial strategies using financial planning software
Assist in the creation and presentation of customized financial plans
Support operational processes including account opening, transfers, and documentation
Ensure compliance with AML, SEC, and internal policies
Collaborate cross-functionally with tax professionals, estate attorneys, investment specialists, and operations teams
Bachelor’s degree in Finance, Economics, Accounting, or related field preferred
3-5 years of experience in financial services (B2B advisor support or direct client advising)
Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communication skills with the ability to explain complex financial strategies
Understanding of financial regulations and compliance processes
Many roles are also eligible for variable pay such as bonuses, commissions, and/or long-term incentives.
Benefits Include a company-funded ESOP, strong retirement plans, tuition reimbursement, comprehensive healthcare/dental/vision coverage, and generous Paid Time Off (PTO).
At NorthRock Partners, we help people reach their potential through impactful advice. Our Personal Office® model integrates financial and lifestyle guidance tailored to each client’s unique goals.
We’re proud to be an equal opportunity employer and are committed to providing reasonable accommodation during the application process.
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