Senior Financial Planner

Senior Financial Planner

Location: Lutz, FL
Status: Full-time, In-Office
Compensation: $110,000 - $120,000

We are a tight-knit wealth management firm serving successful professionals business owners, individuals and families. For 40+ years, we have taken pride in providing holistic financial and life planning for all our clients, with honesty and care. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. Everything we aspire to do is focused on becoming and remaining our client's most Trusted Advisor.

As a Senior Financial Planner, you will partner closely with our Financial Advisors, including our founder, to provide top-level planning for our clients. You will prepare for meetings, join client discussions and, over time, progress toward leading meetings and taking on the Advisor role.

The ideal candidate will bring a strong work ethic, deep wealth management experience, organizational ability, client-facing skills, and professional presentation. Success in this role also requires excellent people skills, personal integrity, a commitment to teamwork and collaboration, and genuine compassion and kindness.

Sound appealing? We operate with a set of shared values: hard work, humility, optimism and responsiveness. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Senior Financial Planner to the team that will play a crucial role in supporting financial advisors and serving our valued clients.

The attributes we look for in teammates include:

• Attention to detail
• Listening skills and a desire to learn from others
• Commitment to exceeding expectations
• Careful listening skills
• Empathy and kindness
• Being motivated to improve the business and succeed personally
• Strong communication and interpersonal skills with ability to quickly connect
• Client-first attitude
• Ability to work collaboratively as well as autonomously
• Ability to multi-task with accuracy and professionalism
• A long-term view of the opportunities presented by the firm

Get in touch today so we can get to know you! You will work with some of the most successful business owners, families, and individuals around, providing life-changing support to clients who look to us as advocates for their hopes and dreams.

As a Senior Financial Planner, you can expect to:

• Provide technical, organizational and content support to the firm's advisors.
• Participate in planning meetings, listen carefully, and collaborate to plan strategies.
• Create financial planning folders, agendas, gather supporting documentation, and assist advisors with preparation for client meetings.
• Follow through on post-meeting activities, including updating client data, synthesizing notes, and completing communications in CRM.
• Produce and update financial models and analyses using various software applications, while keeping meticulous records of interactions and planning progress.
• Send, receive, and process client documents and communications.
• Continuously build relationships with colleagues and clients, understanding their unique circumstances, connections, talents, and interests
• Stay current on trends in the financial planning area

Qualifications for this role include:

• Bachelor's degree (minimum) in finance or related studies
• CFP
• Series 7, 66 and Insurance licenses
• 8+ years' experience in wealth management
• 6+ years in role (or similar)
• Strong tax and estate planning experience
• Excellent communication and relationship management skills
• Proficiency in Microsoft Office Suite, knowledge of CRMs
• Demonstrated job stability and career progression
  

The Senior Financial Planner role is the opportunity for meaningful work with the best professionals in the business. The firm's top people have a strong work ethic, which leads to excellent mentoring and a clear path to advancement. With diligence, patience and perseverance, the Senior Financial Planner will become a well-groomed Financial Advisor with a strong set of loyal clients in as little as four years. The future is bright.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what the firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!