State Licensed Senior Financial Planner

Job Summary

Providing comprehensive financial planning support, the full-time State Licensed Senior Financial Planner will assist Financial Advisors and clients in developing customized financial plans, offer technical expertise, and participate in training and mentoring while working remotely.

Key responsibilities

• Support Financial Advisors in creating and delivering customized financial plans and analyses
• Provide technical planning expertise and respond to inquiries from Advisors and team members
• Assist in the development and maintenance of resources and training materials for Advisors and clients

Required qualifications

• Bachelor's Degree in business, finance, economics, or a related field
• 7+ years of experience in Financial Services
• CFP certification required; CPA, EA, JD, MBA, or other advanced designations preferred
• Demonstrated expertise in complex planning areas such as real estate and advanced tax strategies
• Proficiency in financial planning technology and Microsoft Office Suite