Planning Strategist

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.