What are the responsibilities and job description for the Financial Planner position at Flagship Finanical Advisors?
Full job description
About Us
Twenty Four Wealth is a boutique wealth management firm dedicated to serving high-net-worth clients with sophisticated financial strategies. We take a highly customized, team-based approach to financial planning, ensuring clients receive in-depth guidance from multiple experienced professionals.
Position Overview
We are seeking a skilled Financial Planner to join our internal Financial Planning Department. This is a non-sales role focused on developing customized financial plans and analysis for our clients, in collaboration with our Private Wealth Advisors.
This role is ideal for someone who enjoys technical financial planning, analyzing data, and developing strategies without the pressures of prospecting or direct sales. You will work on complex financial planning cases for high-net-worth clients, leveraging cutting-edge tools and research.
Key Responsibilities
- Develop comprehensive, data-driven financial plans tailored to client needs.
- Analyze retirement, tax, estate, and investment strategies to support Private Wealth Advisors.
- Utilize eMoney and other planning tools to model client scenarios and develop recommendations.
- Collaborate with the financial planning team to research and refine strategies for complex cases.
- Prepare high-quality reports and presentation materials for client meetings.
- Stay updated on industry trends, tax laws, and planning strategies to enhance client outcomes.
What We’re Looking For
- CFP® designation (or actively pursuing) required.
- Experience in Financial planning or wealth management (5 preferred).
- Strong understanding of retirement planning, tax strategies, estate planning, and risk management. High attention to detail with strong analytical skills. Ability to interpret complex financial data and translate it into actionable recommendations. Proficiency with financial planning software (eMoney preferred). A collaborative, team-oriented professional who thrives in a non-client-facing, technical planning role.*Why Join Us?*
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- No sales or prospecting – Focus 100% on planning.
- Work with a team of experienced professionals on complex, high-net-worth cases.
- Career growth opportunities in a highly collaborative, team-based environment.
- Competitive salary and benefits in a well-established boutique firm.
If you are passionate about financial planning and want to focus on high-level strategy and analysis, we’d love to hear from you!
Job Type: Full-time
Pay: $90,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid time off
- Referral program
- Retirement plan
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- 8 hour shift
- Monday to Friday
Application Question(s):
- Are you authorized to work in the Untied States?
Ability to Commute:
- Darien, CT 06820 (Required)
Ability to Relocate:
- Darien, CT 06820: Relocate before starting work (Required)
Work Location: In person
Salary : $90,000 - $110,000