Senior Financial Planner Overview • The Senior Financial Planner will collaborate with firm leadership to deliver comprehensive wealth management solutions to high-net-worth clients. • Partner directly with the CEO to co-advise and manage elite client relationships, ensuring exceptional service and strategic planning. • Shadow the CEO to gain insights into managing a $2.8 billion portfolio, preparing for leadership transition opportunities. • Develop and implement sophisticated financial, estate, tax, and retirement strategies tailored to client needs. • Coordinate with CPAs, estate attorneys, and insurance professionals to deliver seamless, cross-disciplinary client solutions. • Contribute to the firm's award-winning culture, fostering collaboration and professional growth within the team. • Leverage advanced financial planning software to optimize workflows and ensure data integrity. • Benefit from executive compensation, including a top-tier base salary and performance-driven incentives. Senior Financial Planner Key Responsibilities & Duties • Collaborate with the CEO to co-advise and deepen relationships with high-net-worth clients. • Lead client meetings, presenting tailored financial strategies and solutions. • Design and implement complex financial plans using industry-standard software platforms. • Coordinate strategy sessions with external professionals to ensure comprehensive planning solutions. • Optimize team workflows, ensuring efficient case preparation and adherence to compliance standards. • Develop long-term asset allocation strategies aligned with client investment objectives. • Ensure all client communications and deliverables adhere to regulatory frameworks. • Contribute to the firm's strategic growth and service model development. Senior Financial Planner Job Requirements • Bachelor’s degree in Finance, Economics, or Business is required. • Certified Financial Planner (CFP®) designation is mandatory. • Minimum of 10 years of financial planning experience; 20 years preferred. • Expert-level knowledge of tax mitigation, estate structuring, and corporate benefits. • Proficiency in financial planning software such as eMoney or MoneyGuidePro. • Active Series 65 or Series 66 license; Life & Health Insurance license preferred. • Elite presentation and interpersonal skills to build trust with high-income individuals. • Ability to manage complex client relationships and deliver strategic solutions.