Senior Financial Planner (San Francisco Bay Area)
$73,525–$86,500 year
Hybrid · San Francisco, California, United States
Job Summary
Senior Financial Planner I role to support advisors by delivering comprehensive, customized financial plans using tools like eMoney, Orion, Morningstar, and Holistiplan; collaborate with advisor teams to ensure accurate, timely client experiences; mentor and review outputs within the Financial Planning Group; manage multiple priorities, travel up to 20%, and work in a hybrid SF Bay Area environment; strong analytical, relationship-management, and communication skills are essential.
Required Qualifications
- Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
- Passed the Certified Financial Planner (CFP) exam or holds relevant and approved advanced certification or degree (e.g., FPQP or Master's in Financial Planning)
- Client facing experience with at least 6 years relevant experience preferred
- Experience with financial planning software: eMoney, Morningstar, Orion Risk Intelligence, Holistiplan; proficiency with MS Word, Excel, PowerPoint, Outlook; Salesforce
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