Financial Planner
| Verified Pay check_circle | Provided by the employer$100000 - $120000 per year |
|---|---|
| Hours | Full-time |
| Location | 537 Market St Ste 200 >, Chattanooga, TN, US Chattanooga, Tennessee open_in_new |
About this job
Job Description
This search is being conducted by Steve Spinello.
Financial Planner (CPA / CFP)
Chattanooga, TN | Onsite/Hybrid
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.
About the Role
This position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients.
Key Responsibilities
- 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.
Why This Opportunity Stands Out
- Join a respected, fee-only RIA with an established client base and strong team culture.
- Focus on what you do best: financial planning strategy and analysis.
- Work in a collaborative environment where your technical expertise will have visible impact.
If you’re a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we’d love to connect.
Apply today or message me directly to learn more.
Your Privacy Choices