DescriptionWe are seeking a detail-oriented Financial Planner who is passionate about delivering comprehensive financial planning solutions. This is a salaried, non-sales role focused on supporting advisors and enhancing client outcomes through high-quality plan development.
What We Offer:- Compensation includes a base salary determined by experience and relevant professional designations
- Team-based, collaborative environment
- No sales or production requirements
- Opportunity for professional growth and mentorship
Responsibilities• Assist advisors in preparing and updating comprehensive financial plans
• Collaborate with senior planners to develop planning strategies
• Analyze client financial data and provide actionable insights
• Support ongoing client plan reviews and adjustments
Qualifications• Experience in financial planning or financial services
• Strong analytical and organizational skills
• Passion for comprehensive planning and client outcomes
• CFP® designation (preferred but not required)
• Series 7, 66 (or equivalent) and L&H required