Senior Wealth Planning Associate

Senior Wealth Planning Associate This role is ideal for a financial planning professional with several years of experience supporting high-net-worth clients and financial advisors. The successful candidate will have a strong foundation in financial planning, exceptional client service skills, and the ability to manage complex planning initiatives in a fast-paced environment. CFP® certification (or active pursuit of the designation) is strongly preferred. Salary: Starting at $100K, DOE, plus competitive bonus opportunities and a comprehensive benefits package. This position is 100% in-office Key Responsibilities - Partner closely with Financial Advisors to deliver an exceptional client experience and provide comprehensive planning support. - Prepare, update, and analyze comprehensive financial plans, including retirement, tax, estate, insurance, and cash flow planning. - Assist advisors in developing planning recommendations and implementing client strategies. - Serve as a primary point of contact for client service requests, ensuring timely and professional communication. - Conduct research on investment strategies, financial planning topics, and industry trends. - Coordinate account openings, transfers, and other client account maintenance activities. - Maintain accurate client records and planning documentation. - Assist with monthly, quarterly, and special projects that support the advisory team and firm initiatives. - Embrace change and adapt quickly to evolving priorities, processes, and technology. Qualifications - Bachelor's degree in Finance, Economics, Business, or a related field. - 3-5+ years of experience supporting financial advisors within a wealth management, RIA, or financial planning environment. - CFP® certification or active CFP® candidate strongly preferred. - Series 65 license (or equivalent) required, or the ability to obtain promptly if not currently licensed. - Strong understanding of comprehensive financial planning concepts, including retirement, tax, estate, insurance, and investment planning. - Excellent written and verbal communication skills with the ability to build strong client relationships. - Highly organized with exceptional attention to detail and the ability to manage multiple priorities simultaneously. - Advanced proficiency with Microsoft Office; experience with financial planning software and CRM systems is preferred. - Professional, collaborative, and client-focused with a high degree of integrity and confidentiality.