financial planner
Summary:
We are looking for a technically skilled and service-oriented Senior Financial Planning Strategist to join our High Net Worth Planning Services team. This role requires deep knowledge of financial planning concepts with a focus on Estate Planning, Business Planning & Tax Planning strategies. The person in this role should be adept at identifying and communicating planning solutions to financial advisors for their high-net-worth clients.
Education Requirements:
Bachelor's degree required.
Responsibilities:
- Provide innovative solutions to financial advisors as an expert on the High Net Worth Planning Services team, including advice on taxation, business succession planning, estate planning, trust administration, life insurance, and qualified and non-qualified retirement plans.
- Conduct necessary research, leverage technology, and apply your experience to address complex financial planning issues and present appropriate solutions to financial advisors.
- Review and summarize complex estate planning documents (e.g., wills, revocable and irrevocable trusts, powers of attorney) and business governance documents (e.g., operating, buy-sell, partnership, and shareholder agreements).
- Distill complex planning strategies into accessible and actionable recommendations for advisors to present to their clients.
- Identify developments that impact financial planning and inform the organization's strategic direction (e.g., industry trends, legislative and regulatory changes, etc.)
- Deliver presentations to internal and external audiences, including at conferences, webinars, and advisor and team trainings.
- Serve as a mentor to colleagues to develop their financial planning skills.
- All other duties as assigned.
Basic Requirements:
- 10+ years of financial planning experience in a client- or advisor-facing capacity
- CFP Designation
- Experience delivering educational content and presenting to diverse audiences
- Demonstrated ability to influence and collaborate across organizational levels
- Strong communication skills, both written and verbal
- Ability to manage multiple complex cases simultaneously
- Proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
Preferred Requirements:
- Proficiency in financial planning software (e.g., eMoney)
- CPA
- FINRA Series 7, 63, and 65 licenses
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FAQs
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