Financial Planner

Join a team redefining comprehensive planning, partnering with clients and internal partners to design elegant solutions across 10 key areas of planning. Collaborate with Strategists and Advisors to craft thoughtful, tailored planning recommendations.

Requirements

• Bachelor's degree in Finance, Accounting, Business, or related field.
• 2–4 years of comprehensive financial planning experience with proven client-facing skills.
• CFP certification (or nearing completion of experience requirement).
• Strong analytical mindset with exceptional attention to detail.
• Proficiency in financial planning and tax software, plus Word, Excel, and Outlook.
• High emotional intelligence and the ability to collaborate with diverse personalities.
• A deep curiosity about financial planning and a drive to constantly improve.

Benefits

• Choice of Medical Plans
• Health & Wellness Accounts
• Flexible Dental Coverage
• Vision Insurance
• Company-Paid Life & AD&D Insurance
• Company-Paid Disability Coverage
• 401(k) with Company Match
• Generous Paid Time Off
• Additional Leave and Time Off Benefits
• Dress Code
• Employee Recognition
• Team Incentive Plans
• Employee Assistance Program
• Exclusive Discounts
• Wellness Reimbursements
• Additional Perks