Senior Financial Planner

Description:

The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal teams to develop customized financial plans, manage ongoing relationships, and provide a high-touch, consultative experience. The ideal candidate is relationship-driven, detail-oriented, and passionate about helping clients navigate complex financial decisions.

Key Responsibilities

Prepare for and lead client meetings

Gather, organize, and analyze client financial information

Develop customized financial plans, insurance illustrations, and financial scenarios

Communicate investment recommendations in collaboration with advisory teams

Track planning milestones and follow up on action items

Deliver proactive client service and ongoing relationship management

Manage client onboarding and support ongoing service needs

Maintain accurate records in CRM and financial planning systems

Respond to client inquiries and provide trusted financial guidance

Cultivate client relationships through thoughtful engagement and referral development

Requirements: Minimum 2 years of financial planning or related experience

Series 7 and Series 66 licenses required

CFP designation preferred

Bachelor's degree or equivalent experience

Experience within the financial services and insurance industry preferred

Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)

Strong communication, interpersonal, and relationship-building skills

High attention to detail and organizational abilities

Proficiency in Microsoft Office and Outlook

Professional, proactive, and adaptable approach to client service

Commitment to confidentiality and regulatory compliance