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About the Role
The Senior Financial Planner plays a key role in delivering comprehensive, goals-based financial planning to firm clients. This role partners closely with firm Advisors and client’s allied financial professionals to design, implement, and monitor sophisticated financial strategies that support long-term wealth accumulation, preservation, and transfer. The ideal candidate combines deep technical expertise with strong client-facing skills and acts as a trusted advisor, mentor, and planning leader within the firm.
Responsibilities
- Lead the development and delivery of comprehensive financial plans, including cash flow, retirement, tax, estate, insurance, education, and philanthropic planning.
- Serve as the primary financial planning expert for complex client relationships.
- Translate technical strategies into clear, actionable recommendations for clients.
- Conduct ongoing plan reviews and proactively adjust strategies based on life events, market conditions, and regulatory changes.
- Partner with Advisors, Portfolio Managers, and external professionals (CPAs, attorneys, trustees) to deliver integrated solutions.
- Participate in client meetings and presentations as a senior subject matter expert.
- Support client acquisition and retention through high-quality planning insights.
- Analyze complex compensation structures, business ownership, stock options, and concentrated positions.
- Provide advanced tax-efficient planning strategies in coordination with tax professionals.
- Stay current on regulatory changes, financial planning best practices, and industry trends.
- Mentor and provide guidance to Advisors, Financial Planners, and Financial Planning Associates to support their professional development.
- Review financial plans prepared by junior team members for accuracy and quality.
- Contribute to the development of planning standards, processes, and tools.
- Ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards.
- Maintain accurate and thorough client documentation within planning and CRM systems.
Requirements
- CFP® designation required (or equivalent such as CFA®, CPA, or ChFC®).
- 4+ years of experience in financial planning within wealth management or advisory firms.
- Proven experience working with complex client relationships.
- Strong knowledge of investment principles, tax planning, retirement planning, and estate strategies.
- Experience with financial planning software (e.g., eMoney, MoneyGuidePro).
- Familiarity with trust, estate, and advanced wealth transfer strategies.
- Prior experience mentoring or training junior planners.
- Potential desire to serve as the succession plan for existing practices.
Skills
- Exceptional analytical and problem-solving skills
- Strong communication and presentation abilities
- High level of professionalism, discretion, and ethical standards
- Ability to manage complex cases and multiple client relationships
- Collaborative mindset with a client-first approach
Experience Level
- 4+ years of experience
Education Level
- CFP® designation
- CFA® designation
- CPA designation
- ChFC® designation