Job DescriptionWe are seeking a Wealth Planner to serve as the primary planner for assigned client relationships, develop comprehensive financial plans, and guide clients across retirement, investment, tax, and risk planning. This role is ideal for a CFP® professional who combines technical depth with confident client communication and a strong commitment to fiduciary excellence.
What you will do- Develop and deliver moderately complex, comprehensive financial plans across retirement, investment, tax, and risk planning.
- Serve as the primary planner for assigned households, managing ongoing planning relationships and service expectations.
- Conduct client meetings independently and present recommendations clearly and confidently.
- Customize planning scenarios and recommendations based on client objectives and evolving circumstances.
- Partner with Associate Wealth Planners by reviewing work and providing day-to-day guidance.
- Ensure accurate documentation and compliance within financial planning and CRM systems.
What you need to have- Bachelor's degree.
- 4-6 years of financial planning or wealth management experience.
- Current CFP® certification.
- Strong technical proficiency across core financial planning disciplines, including retirement, investment, tax, and risk planning.
- Excellent client-facing communication, relationship management, analytical judgment, and problem-solving skills.
- Experience working with higher-net-worth households and demonstrated ability to coach or mentor junior planners is preferred.
CompensationThe base annual salary range for this role is $72,000 - $102,000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
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