Senior Financial Planner

About this role

We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive financial planning and wealth management services. The ideal candidate will have deep expertise in financial planning strategies, investment management, tax efficiency, estate planning, and retirement planning. They will work closely with clients to develop and implement personalized financial plans, ensuring their long-term financial success.

Requirements

• Education: Bachelor's degree in finance, business, accounting, or a related field (Master’s degree preferred).
• Certifications: CFP® (Certified Financial Planner) required; CFA, CPA, or other relevant designations are a plus.
• Experience: Minimum of 7-10 years of experience in financial planning, wealth management, or investment advisory roles.
• Technical

Skills

• Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro).
• Strong knowledge of investment strategies, retirement planning, estate planning, and tax-efficient wealth management.
• Experience with CRM systems (e.g., Salesforce) and portfolio management tools.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.