Senior Financial Planner

Senior Financial Planner to lead advanced financial planning engagements, serve as key client relationship manager, and mentor junior planners in a culture built on Excellence, Integrity, Lifelong Learning, Respect, Growth, and Servant Leadership.

Requirements

• CFP certification
• 8+ years delivering comprehensive financial planning
• 3+ years serving high-net-worth clients
• Mastery of financial planning software and tax planning tools
• A refined ability to communicate complex financial concepts clearly
• Intellectual curiosity and a proactive, improvement-focused mindset
• A client-first attitude and alignment with our core values
• A passion for delivering work that demonstrates quality, accuracy, and integrity

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