Senior Financial Planner
On-siteBirmingham, Alabama, United States
Birmingham, Alabama, United StatesOn-siteFull TimeSenior LevelBachelors DegreeLarge
Full TimeSenior LevelBachelors DegreeLarge
Job Summary
Develop and implement comprehensive financial strategies for families of significant wealth, analyzing investments, tax structures, and estate planning needs. Conduct detailed financial modeling to forecast scenarios for public and private investments, philanthropy, and legacy goals. Provide expert advice on wills, trusts, and asset structuring while collaborating with internal professionals and outside experts to deliver integrated services. Monitor client financial plans regularly to ensure alignment with objectives and stay updated on industry trends and regulations.
Required Qualifications
- Extensive experience in financial planning, estate planning, and tax matters
- Proficiency in financial modeling and analysis
- Strong analytical skills with the ability to evaluate investment opportunities
- Excellent communication and interpersonal skills
- High level of integrity and professionalism
- Bachelor's degree in Finance or Business, or related field
- 5+ years of related experience working with high-net-worth individuals and families
- Series 65 license (or waiver)
Desired Qualifications
- Advanced degree (MBA, JD, MS in Finance, etc.)
- Relevant industry designation
- CPA
- CFP
- CFA
- Experience with Addepar, BlackRock, or similar financial software used in a family office setting
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