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).
This is a high-profile role for a financial planning professional who blends technical depth with strong emotional awareness. As a Senior Planner you’ll partner closely with advisors and clients to deliver customized, sophisticated planning across tax, estate, insurance, and investment needs. Ideal for someone who thrives on complex challenges, teamwork, and a culture committed to excellence.
Job Responsibility:
Work closely with advisors and cross-functional partners to prepare polished, client-facing meeting materials, post-meeting summaries, and comprehensive planning outputs
Deliver sophisticated financial guidance directly to clients in collaboration with lead advisors
Design and oversee advanced financial planning engagements, including detailed cash flow modeling, tax strategy analysis, risk management, and estate planning considerations
Act as a go-to resource for financial planning platforms, helping drive technology adoption, integration, and workflow optimization
Co-present financial strategies and tailored recommendations during client meetings with advisory partners
Coordinate with external professionals such as attorneys, CPAs, and investment specialists to create cohesive, well-aligned financial solutions
Coach and develop junior team members in Operations and Client Services
Oversee complex execution activities, including asset transfers, insurance processing, and end-to-end documentation management
Maintain up-to-date knowledge of regulatory requirements while ensuring compliance with firm policies and industry standards
Play an active role in refining processes and creating planning content that elevates the client experience and strengthens firm-wide capabilities
Requirements:
CFP® or Series 65 required
Bachelor’s degree in Finance or related field
Approximately 5–7+ years of hands-on experience delivering holistic financial planning solutions
Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management
Demonstrated experience using financial planning platforms such as eMoney or MoneyGuidePro (or similar tools)