Description

The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal teams to develop customized financial plans, manage ongoing relationships, and provide a high-touch, consultative experience. The ideal candidate is relationship-driven, detail-oriented, and passionate about helping clients navigate complex financial decisions.

Key Responsibilities

Prepare for and lead client meetings
Gather, organize, and analyze client financial information
Develop customized financial plans, insurance illustrations, and financial scenarios
Communicate investment recommendations in collaboration with advisory teams
Track planning milestones and follow up on action items
Deliver proactive client service and ongoing relationship management
Manage client onboarding and support ongoing service needs
Maintain accurate records in CRM and financial planning systems
Respond to client inquiries and provide trusted financial guidance
Cultivate client relationships through thoughtful engagement and referral development

Requirements

Minimum 2 years of financial planning or related experience
Series 7 and Series 66 licenses required
CFP designation preferred
Bachelor’s degree or equivalent experience
Experience within the financial services and insurance industry preferred
Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
Strong communication, interpersonal, and relationship-building skills
High attention to detail and organizational abilities
Proficiency in Microsoft Office and Outlook
Professional, proactive, and adaptable approach to client service
Commitment to confidentiality and regulatory compliance

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