Senior Financial Planner

u003ch3u003eThe Roleu003c/h3u003enu003cpu003eAs a Senior Financial Planner on the Financial Planningu0026nbsp; team, you will play a crucial role in supporting our financial advisors and enhancing the client experience through detailed financial planning support and analysis. You'll work at the intersection of client service and technical financial planning, helping to create and maintain comprehensive financial plans while supporting our advisors in delivering exceptional wealth management services. This position offers an opportunity to grow within the industry while contributing to the evolution of modern wealth management.u003c/pu003enu003ch3u003eYour Impactu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eDevelop, deliver and maintain comprehensive and complex financial plans to mass affluent, High Net Worth and Ultra High Net worth clients on behalf of senior advisors.u0026nbsp;u003c/liu003enu003cliu003ePrepare detailed goals-based monte-carlo analyses to complete cash flow projections, retirement scenarios, and risk assessmentsu003c/liu003enu003cliu003eCreate and maintain client financial planning documentation and reports in a systematic wayu003c/liu003enu003cliu003eSupport advisors in preparing for client meetings by gathering and analyzing relevant financial datau003c/liu003enu003cliu003eIdentify opportunities to improve financial planning processes and client experience and develop solutions utilizing our technology platform.u0026nbsp;u003c/liu003enu003cliu003eStay current with financial planning software and technology platformsu003c/liu003enu003cliu003eMaintain detailed records of client interactions and planning decisionsu003c/liu003enu003cliu003eContinuously build awareness of the planning team within the advisor community, holding regular meetings with new advisorsu003c/liu003enu003c/ulu003enu003ch3u003eThe Ideal Matchu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eBachelor's degree in Finance, Economics, Business, or related fieldu003c/liu003enu003cliu003eCFP certificationu003c/liu003enu003cliu003e7-10u0026nbsp; years of experience in financial services delivering financial plans to end-clientsu003c/liu003enu003cliu003eFamiliarity with financial planning software such as Right Capital, eMoney or MoneyGuideProu003c/liu003enu003cliu003eDeep knowledge of equity compensation, advanced tax strategies and coordination of complex Social Security and Medicare strategiesu003c/liu003enu003cliu003eStrong analytical and quantitative skillsu003c/liu003enu003cliu003eExcellent attention to detail and organizational abilitiesu003c/liu003enu003cliu003eOutstanding written and verbal communication skillsu003c/liu003enu003cliu003eAbility to manage multiple projects while maintaining accuracy and meeting deadlinesu003c/liu003enu003cliu003eTeam player mentality with a client-first approachu003c/liu003enu003c/ulu003enu003ch3u003eBonus Pointsu0026nbsp;u003c/h3u003enu003culu003enu003cliu003eExperience developing technology to assist with financial planningu003c/liu003enu003cliu003eSeries 65 license or ability to obtain within 90 daysu003c/liu003enu003c/ulu003enu003ch3u003eWhy Join Usu003c/h3u003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003c/ulu003enu003ch4u003eReady to disrupt wealth management? Let's talk!u003c/h4u003e