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Robert Half Logo Robert Half · Finance

Financial Planner

United States, Chattanooga · Job Posted June 01, 2026
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Job Description

We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship.

Job Responsibility

  • Develop and deliver comprehensive and segmented financial plans for high-net-worth clients
  • Partner with lead and service advisors to support client planning needs
  • Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations
  • Lead tax-focused planning strategies and provide insights through tax return review
  • Update and maintain client financial plans as circumstances evolve
  • Serve as the internal expert on financial planning best practices, tools, and processes
  • Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output

Requirements

  • CPA and/or CFP designation preferred
  • BS in Accounting/Finance, or related field
  • Previous experience in Public Accounting-Tax and estate planning a huge plus
  • Strong technical financial planning experience, especially in tax-driven planning
  • Experience supporting high-net-worth clients in a collaborative advisory environment
  • Ability to translate complex planning concepts into practical recommendations
  • Familiarity with MoneyGuidePro or similar financial planning tools

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
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