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Join a client-centered advisory team delivering sophisticated, integrated financial plans across tax, estate, insurance, and investments. You’ll collaborate closely with advisors and cross‑functional partners to craft strategies, present recommendations, and ensure a high‑touch client experience in a fast‑paced, growth‑oriented environment.
Job Responsibility:
Partner with advisors to deliver client-facing advice and planning materials
Lead complex plan development (cash flow, tax, insurance, estate)
Present strategies and recommendations to clients alongside advisors
Integrate and optimize planning software and workflows
Requirements:
Bachelor’s in Finance, Economics, or related field
CFP® or Series 65 (required)
5–7+ years of financial planning experience
Deep knowledge of tax, estate, retirement, and insurance
Mastery of financial planning software (e.g., eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft Office
Strong communication skills
able to explain advanced strategies clearly and build trust quickly