State Licensed Financial Planner

Job Summary

To support high-net-worth clients, the full-time remote State Licensed Financial Planner will develop comprehensive financial plans, conduct scenario modeling, and present actionable insights to clients and advisors.

Key responsibilities

• Develop and maintain comprehensive financial plans and sophisticated planning models for complex client situations
• Prepare financial planning materials and present strategies during client meetings, ensuring clarity and professionalism
• Coordinate with advisors and stakeholders to integrate investment data into planning analyses and improve operational workflows

Required qualifications

• Bachelor's degree in Finance, Financial Planning, Economics, Business, or related field
• Certified Financial Planner (CFP) designation or completion of CFP coursework with eligibility to sit for the exam
• Minimum of five years of financial planning experience supporting high-net-worth clients
• Advanced proficiency in financial planning software such as eMoney or MoneyGuide Pro
• Strong technical knowledge of financial planning concepts including retirement planning, tax strategy, and estate planning