This position requires a Certified Financial Planner (CFP) designation and works closely with the Director of Strategic Growth Initiatives and firm leadership to assess clients' financial situations, develop personalized financial plans, and recommend appropriate investment strategies, insurance products, and retirement planning solutions. Facilitate services for clients including investment management, retirement planning, education planning, tax and accounting services, insurance planning, banking and cash management, business planning, estate planning, and philanthropic strategies, bringing in internal and external resources as required.