Position Title: Financial Planner
The Financial Planner will provide comprehensive financial planning and client-facing advisory support for high-net-worth individuals and families, typically managing relationships of $500K-$1.5M+. This role will develop and implement personalized financial plans covering tax, retirement, estate, investment, and insurance strategies while partnering closely with Wealth Advisors to ensure recommendations are clearly communicated and properly executed.
The ideal candidate is a CFP professional with 5-8+ years of comprehensive financial planning experience, strong technical knowledge, and the ability to translate complex financial strategies into clear, actionable recommendations for clients.
Salary Range: $115,000 - $155,000 / Year, DOE
Responsibilities - Develop comprehensive financial plans for high-net-worth clients based on their goals, financial circumstances, and long-term objectives
- Advise on tax, retirement, estate, investment, and insurance planning strategies
- Meet directly with clients to present financial plans, explain recommendations, and answer complex planning questions
- Partner closely with Wealth Advisors to implement financial plans and deliver a coordinated client experience
- Identify strategic planning opportunities, including Roth conversions, IRA strategies, and other tax-efficient solutions
- Maintain detailed client records, planning documentation, and timely follow-up on recommendations and action items
- Serve as a financial planning resource to advisors by providing guidance on tax laws, planning strategies, and evolving industry trends
Requirements - Bachelor's degree in finance, accounting, economics, or a related field
- CFP designation required and maintained in good standing
- 5-8+ years of comprehensive financial planning experience
- Proven experience working directly with high-net-worth clients
- Strong knowledge of tax, estate, investment, insurance, and retirement planning
- Excellent communication, presentation, and relationship-building skills with the ability to clearly explain complex financial concepts
- Proficiency with Microsoft Office and ability to work independently while collaborating effectively within a small, fast-paced team
- Commitment to fiduciary standards, professional ethics, and staying current on tax laws and financial planning trends
- Clean U4 and ability to successfully complete required background screening
Benefits - Medical, dental, and vision insurance options
- SIMPLE IRA with a company match
- 10 days of PTO during the first year
- 5 paid sick days
- Paid NYSE holidays
- Performance-based bonus expected to be approximately 10%+ based on performance
- Annual performance reviews and opportunities for salary growth
If you are an experienced CFP who combines sophisticated financial planning expertise with exceptional client service and wants to build a long-term career with a respected wealth management team, apply today.
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