Certified Financial Planner

Job Summary

Working remotely on a full-time basis, the Senior Financial Planner will manage client relationships, lead the creation of customized financial plans, and streamline financial planning processes while collaborating with advisors and mentoring junior team members.

Key responsibilities

• Engage with clients to create and implement detailed financial plans, including tax, retirement, and estate planning
• Manage and improve the Financial Planning team's processes to ensure timely and accurate deliverables
• Collaborate on mergers and acquisitions efforts while conducting ongoing analysis of financial trends and service offerings

Required qualifications

• Certified Financial Planner designation
• 3-7 years of experience in financial services or a related field focused on financial planning
• Proficiency in financial planning software (e.g., eMoney, Money Guide Pro)
• Bachelor's degree
• Strong ability to build and maintain long-term client relationships