What are the responsibilities and job description for the Senior Financial Planner position at Financial Planner Recruiting, LLC?
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
- PTO
- Paid parental leave
- In-person team & company events
- Salaried role, commensurate with experience
