This list contains only the countries for which job offers have been published in the selected language (e.g., in the French version, only job offers written in French are displayed, and in the English version, only those in English).
Join a client-focused advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. In this role, you’ll work closely with advisors and cross-functional partners to design strategies, present recommendations, and ensure an exceptional, high-touch client experience in a fast-paced, growth-oriented environment.
Job Responsibility:
Collaborate with advisors to deliver client-facing advice and planning materials
Lead development of complex financial plans (cash flow, tax, insurance, estate)
Present strategies and recommendations to clients alongside advisors
Optimize planning software and workflows for efficiency
Requirements:
Bachelor’s degree in Finance, Economics, or a related field
CFP® or Series 65 certification (required)
5–7+ years of experience in financial planning
Deep expertise in tax, estate, retirement, and insurance strategies
Proficiency with financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Exceptional communication skills — able to simplify complex strategies and build trust quickly