What are the responsibilities and job description for the Senior Financial Planner position at Financial Planner Recruiting, LLC?
Job Description :
Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.
Responsibilities :
Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals.
Build and implement iterative financial plans and wealth strategies.
Maintain an in-depth understanding of financial planning, investments, and tax planning.
Be an active part of a collaborative team and share best practices.
Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.
Research and present investment strategies.
Coordinate tax filing and estate planning.
Qualifications :
Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
5-8 years experience in a client-facing financial services roles
Experience with in-depth tax planning and building tax projections for clients
Significant experience in delivering financial advice directly to consumers
Exceptional investment acumen and knowledge of broader planning topics
Significant experience using financial services technology
Interest in or passion for the tech space, and a desire to change the industry
Strong organizational, leadership, and written communication skills
BS or BA in Finance, Accounting, or other related major preferred
Benefits and Compensation :
Medical, dental and vision coverage
401k plan
Technology allowance
Hybrid work environment opportunities available for select employees
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