Senior Certified Financial Planner
Senior Certified Financial Planner
Norfolk, Virginia
|Direct (Permanent) Full Time
|$ 115,000 - $ 150,000 per year
Norfolk, Virginia
Direct (Permanent) Full Time
$ 115,000 - $ 150,000 per year
October 22, 2025
|Job ID: JC52022201_1761147051
October 22, 2025
Job ID: JC52022201_1761147051
Job Summary
To Apply for this Job Click Here
Job Title: Senior Certified Financial Planner
Overview:
Our client, a national Registered Investment Advisor (RIA), is seeking an experienced Senior Certified Financial Planner to join their growing wealth management team. This individual will deliver comprehensive financial planning and strategic advice to high-net-worth clients, helping them achieve their personal and financial goals. The ideal candidate brings expertise in financial, tax, and estate planning and enjoys working in a collaborative, client-centered environment.
Key Responsibilities:
Develop and maintain customized financial plans covering cash flow, retirement, investment, tax, and estate strategies
Provide expert analysis and recommendations to optimize client financial outcomes
Collaborate with internal advisors and external professionals, including attorneys and accountants
Participate in client meetings to present strategies and explain complex financial concepts
Review estate and financial documents to identify planning opportunities and recommend improvements
Mentor junior planning staff and review their work for accuracy and consistency
Qualifications:
Bachelor's degree in finance, accounting, or a related field
Certified Financial Planner (CFP) designation required; CPA or AEP preferred
5+ years of experience in financial or estate planning within a wealth management or financial advisory firm
Strong analytical and interpersonal skills, with a focus on client service and relationship management
Proven ability to manage multiple projects and deliver results in a fast-paced environment
JC52022201_1761147051
To Apply for this Job Click Here
I want more jobs like this in my inbox weekly.
Other jobs you might like...
About Beacon Hill
Beacon Hill is an Equal Opportunity Employer that values the strength diversity brings to the workplace. Individuals with Disabilities and Protected Veterans are encouraged to apply.
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
We look forward to working with you.
Beacon Hill. Employing the Future™