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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:
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Develop and maintain customized financial plans covering cash flow, retirement, investment, tax, and estate strategies
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Provide expert analysis and recommendations to optimize client financial outcomes
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Collaborate with internal advisors and external professionals, including attorneys and accountants
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Participate in client meetings to present strategies and explain complex financial concepts
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Review estate and financial documents to identify planning opportunities and recommend improvements
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Mentor junior planning staff and review their work for accuracy and consistency
Qualifications:
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Bachelor’s degree in finance, accounting, or a related field
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Certified Financial Planner (CFP) designation required; CPA or AEP preferred
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5+ years of experience in financial or estate planning within a wealth management or financial advisory firm
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Strong analytical and interpersonal skills, with a focus on client service and relationship management
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Proven ability to manage multiple projects and deliver results in a fast-paced environment
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