Senior Financial Planner

Position Summary
The Senior Financial Planner is a trusted technical expert and strategic partner, responsible for delivering comprehensive, high-quality financial planning solutions to high-net-worth clients. This role collaborates closely with advisors and other specialists to develop sophisticated strategies across financial, tax, estate, and retirement planning. In addition to client-facing responsibilities, the Senior Financial Planner mentors junior team members and contributes to the advancement of planning standards and best practices.

Key Responsibilities

• Comprehensive Financial Planning

  • Develop and present customized financial plans addressing cash flow, retirement, education, tax, estate, risk management, and charitable strategies.
  • Provide advanced analysis on complex topics such as compensation, Social Security, Medicare, and executive benefits.
  • Research and model financial, estate, and tax planning scenarios to support client goals.

• Client Engagement

  • Participate in client meetings to explain planning strategies and educate clients on complex concepts.
  • Collaborate with advisors, attorneys, accountants, and other professionals to implement holistic solutions.

• Estate and Legacy Planning

  • Review estate documents (wills, trusts, powers of attorney) and provide recommendations to optimize wealth transfer and minimize tax implications.
  • Coordinate with estate attorneys to ensure alignment with client objectives.

• Mentorship and Leadership

  • Provide guidance and informal mentoring to junior planners.
  • Review planning deliverables for accuracy and identify opportunities for improvement.
  • Contribute to internal training, thought leadership, and best practice development.

Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field.
• CFP® certification required; CPA or AEP designation a plus.
• 3-5+ years of experience in financial planning, wealth management, or related field.
• Expert knowledge of financial planning concepts, estate strategies, and tax planning.
• Strong analytical, problem-solving, and project management skills.
• Exceptional communication and relationship-building abilities.
• Proficiency in Microsoft Office and financial planning software.