Senior Financial Planner

Senior Financial PlannerWe are seeking a client-focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long-term success in advisory.As part of a collaborative professional services environment, you will contribute to the preparation and execution of personalized financial plans designed to help clients achieve their long-term financial goals.This role offers a unique opportunity to actively participate in both financial planning execution and client relationship development. You will take ownership of key components of the planning process—preparing analyses, supporting client meeting deliverables, and contributing to recommendations—while also building direct client relationships.The ideal candidate demonstrates strong analytical capabilities, intellectual curiosity, and a proactive approach to problem-solving.

Someone who is comfortable working with data, enjoys translating complex financial concepts into clear insights, and is motivated to develop into a trusted advisor who delivers thoughtful, client-centric solutions.To perform this job, an individual must be able to perform each essential function and responsibility satisfactorily, with or without reasonable accommodation.Financial Planning:Prepare client financial plans and presentations for review by advisors and partnersInitiates and drives the financial planning process for client assignmentsGather, organize, and synthesize client data within a financial planning contextIdentify tax planning strategies through creating tax projections for clientsPrepare financial scenariosAssist in researching technical issues and client questionsClient Service & Relationship Management:Play an integral role in client relationships while supporting advisorsBegin to lead select client relationships including, regular client contact, communications, and meetingsProvide planning recommendations and communicate them effectively with the advisor and/or clientPrepare for client meetingsAttend and participate in client meetings by taking notes, running technology, presenting financial planning software, selecting financial planning recommendations, and developing rapport with the clientsBegin to lead the development and initiation of client communicationsCommunicate with advisors or clients when necessary to initiate or follow up on planning engagementsBegin to lead the client account administration functionAssist with client development and ongoing relationship managementAssist and facilitate the set-up and transfer of funds for new investment accounts