What are the responsibilities and job description for the Senior Financial Planner position at Financial Planner Recruiting, LLC?

Job Description :

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

Paid parental leave

In-person team & company events

Salaried role, commensurate with experience

Senior Financial Planner

Kestra Financial Independent Advisor -

Avon, CT

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Senior Financial Planner

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