Senior Financial Planner

The Senior Financial Planner will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. This includes developing comprehensive financial plans and advising on investment, retirement, estate, and estate planning strategies.

Requirements

• Prepare High Net Worth (HNW) financial plans for prospective and existing clients.
• Partner with an advisor to deliver an exceptional, seamless client experience.
• Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs.
• Collaborate with other groups within Wealth Solutions to develop client strategies.
• Keep current on financial planning topics, including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning.

Benefits

• Flex Time or Paid Time Off and Sick Time Off
• 401K – 6% Employer Match
• Medical, Dental, Vision – HDHP or PPO
• HSA – Employer contribution (HDHP only)
• Volunteer Time Off
• Career Development / Recognition
• Fitness Reimbursement