Senior Financial Planner

Our client is a high-growth Investment Advisory Firm (RIA) transforming wealth management with a unique client delivery methodology and a comprehensive focus on tax, legal, cash flow, risk management, and investment planning. They serve high-achieving, demanding clients by providing tailored and meticulous financial solutions. The fully remote work environment promotes collaboration and flexibility while upholding a strong commitment to excellence.

As they continue to grow they are looking for a Senior Financial Planner to manage prospective client engagements, onboard new clients, lead and mentor a client-facing team, and contribute to the firm’s growth. The role requires extensive experience in tax, legal, investments, insurance, cash flow, and private investments/real estate, specifically for business owners and entrepreneurs, with a preference for experience working with early-stage or serial entrepreneurs.
 
What YOU get to DO at this growing company:

• Deliver measurable value outcomes to both new prospects and existing clients by working closely with them to understand and implement financial plans. 
• Responsible for guiding clients through the financial planning process, ensuring they stay on track, and managing client expectations and deliverables. 
• This role combines strategic financial planning, project management, and mentoring a client-facing team. 
• Key tasks include analyzing client financial situations, collaborating with external professionals, delivering advice via calls or video meetings, tracking client referrals, and contributing to the firm’s infrastructure development. 
• Strong communication skills, attention to detail, and a problem-solving mindset are essential.

What you NEED to SUCCEED in this challenging role:

• Bachelor’s degree, preferably in business, accounting, finance, economics, or engineering.
• An advanced degree or certifications such as CFP, CFA, MBA, ChFC, CPA, EA, or JD/LLM. 
• 10+ years of progressive client-facing experience in investment management, wealth management, or financial planning. 
• Knowledge of financial regulations and planning, experience working with business owners and entrepreneurs, and strong project management skills. 
• Experience managing small teams to support high-net-worth clients, advanced proficiency in Microsoft Office, and familiarity with financial software like eMoney and Redtail. 
• Strong communication, organizational, and time management skills are essential, along with the ability to meet deadlines and manage client expectations effectively.

What’s in it for YOU?

• Competitive base salary with aggressive performance-based bonuses
• Comprehensive health benefits plan
• 401(k) plan with company matching
• Unlimited paid time off (PTO) and company holidays
• Strong focus on professional development and career advancement opportunities
• Flexible, fully remote work environment