Lead Financial Planner

Job Description
Our client, a fee-only RIA, seeks an experienced Certified Financial Planner (CFP) to deliver comprehensive financial planning services in a collaborative boutique environment.

Main Responsibilities:

• Serve as the primary point of contact for assigned clients, building and maintaining trust-based relationships.
• Conduct in-depth financial needs assessments and develop tailored financial plans.
• Present financial strategies and recommendations clearly, empowering clients in decision-making.

Technical Expertise:

• Design customized investment portfolios utilizing passive and active management strategies.
• Provide expertise in asset allocation, tax planning, estate planning, and retirement strategies.
• Leverage Orion Planning to analyze client scenarios and present actionable solutions.
• Utilize advanced Microsoft Excel, Word, and Outlook skills.
• Operate effectively within platforms such as Fidelity Wealthscape, Schwab Advisor Center, and Orion.
• Trade U.S. Treasuries, mutual funds, and ETFs as part of portfolio management and rebalancing strategies.

Team Collaboration:

• Collaborate with internal teams to ensure seamless execution of client plans.
• Mentor junior team members and contribute to a culture of knowledge-sharing.
• Stay updated on industry trends and changes to financial regulations, sharing insights with the team.

Qualifications:

• Certified Financial Planner (CFP) designation required.
• Minimum 5 years of experience in financial planning with expertise across various client needs.
• Advanced Microsoft Excel, Word, and Outlook skills.
• Proficiency with Fidelity Wealthscape, Schwab Advisor Center, and Orion.
• Proficiency in Orion Planning.
• Strong interpersonal and communication skills.
• Ability to trade U.S. Treasuries, mutual funds, and ETFs.
• Ability to work independently and collaboratively.
• Commitment to ongoing professional development.

Benefits:

• Competitive salary: $100,000-$150,000 per year.
• 401(k) plan with employer contributions.
• Employer-paid health insurance.
• Paid time off annually.
• Hybrid work arrangement.
• Collaborative team environment.
• Opportunities for growth and leadership.
• Chance to make a difference in clients' lives.

Salary : $100,000 - $150,000