Senior Financial Planner (8498)
- Direct Hire
- Location
- United States
Senior Financial Planner
Position Overview: 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
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Prepare for and lead client meetings
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Gather, organize, and analyze client financial information
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Develop customized financial plans, insurance illustrations, and financial scenarios
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Communicate investment recommendations in collaboration with advisory teams
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Track planning milestones and follow up on action items
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Deliver proactive client service and ongoing relationship management
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Manage client onboarding and support ongoing service needs
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Maintain accurate records in CRM and financial planning systems
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Respond to client inquiries and provide trusted financial guidance
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Cultivate client relationships through thoughtful engagement and referral development
Qualifications
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Minimum 2 years of financial planning or related experience
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Series 7 and Series 66 licenses required
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CFP designation preferred
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Bachelor’s degree or equivalent experience
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Experience within the financial services and insurance industry preferred
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Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
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Strong communication, interpersonal, and relationship-building skills
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High attention to detail and organizational abilities
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Proficiency in Microsoft Office and Outlook
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Professional, proactive, and adaptable approach to client service
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Commitment to confidentiality and regulatory compliance