Senior Financial Planner
Remote
Job Summary
Lead the development and delivery of comprehensive, goals-based financial plans covering cash flow, retirement, tax, estate, insurance, education, and philanthropic planning for firm clients. Serve as the primary financial planning expert for complex relationships, translating technical strategies into actionable recommendations and conducting ongoing reviews to adjust for life events and market conditions. Partner with Advisors, Portfolio Managers, and external professionals to design integrated solutions, while mentoring junior team members and reviewing their plans for accuracy. Ensure all recommendations meet regulatory and fiduciary standards by maintaining accurate client documentation within planning and CRM systems.
Required Qualifications
- deep technical expertise
- strong client-facing skills
- ability to act as a trusted advisor, mentor, and planning leader
- ability to lead the development and delivery of comprehensive financial plans
- ability to serve as the primary financial planning expert for complex client relationships
- ability to translate technical strategies into clear, actionable recommendations for clients
- ability to conduct ongoing plan reviews and proactively adjust strategies based on life events, market conditions, and regulatory changes
- ability to partner with Advisors, Portfolio Managers, and external professionals (CPAs, attorneys, trustees)
- ability to participate in client meetings and presentations as a senior subject matter expert
- ability to support client acquisition and retention through high-quality planning insights
- ability to analyze complex compensation structures, business ownership, stock options, and concentrated positions
- ability to provide advanced tax-efficient planning strategies in coordination with tax professionals
- ability to stay current on regulatory changes, financial planning best practices, and industry trends
- ability to mentor and provide guidance to Advisors, Financial Planners, and Financial Planning Associates
- ability to review financial plans prepared by junior team members for accuracy and quality
- ability to contribute to the development of planning standards, processes, and tools
- ability to ensure all financial plans and recommendations meet regulatory, compliance, and fiduciary standards
- ability to maintain accurate and thorough client documentation within planning and CRM systems
- 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
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