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Holistiplan Jobs (NOW HIRING)

The Well

Senior Client Service Associate

Omaha, NE

Proficiency in Salesforce, Black Diamond, Orion/Right Capital, Holistiplan, Calendly, and the Microsoft Office suite * Exceptional attention to detail, strong communicator, and a self-starter who ...

Culture On Camera

Wealth Advisor

Dayton, OH · On-site

Comfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity) * Strong communication, writing, and organizational skills * Someone who likes ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site +1

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

Culture On Camera

Wealth Advisor

Dayton, OH · On-site

Comfortable with software (we use eMoney, MoneyGuidePro, Holistiplan, Excel, and custodian workstation through Fidelity) * Strong communication, writing, and organizational skills * Someone who likes ...

One Degree Advisors

Lead Financial Advisor

San Diego, CA · On-site

$120K - $170K/yr

Redtail, Schwab Advisor Center, Orion, eMoney, Income Lab, Holistiplan Compensation: $120,000 - $170,000+ (salary + bonus, depending on experience and expertise) Benefits: 401(k) with match, health ...

Hilltop Wealth Advisors, LLC

Sales Advisor

Chapel Hill, NC · On-site

$150K - $200K/yr

... Holistiplan, and Nitrogen preferred Experience and Education Requirements • 7-12+ years of experience in financial advisory services or wealth management • Bachelor's degree required • CFP ® ...

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Holistiplan information

What is Holistiplan?

Holistiplan is a tax planning software designed for financial advisors. It automates the process of analyzing client tax returns and generates customized tax planning reports. By uploading a client's tax document, advisors can quickly identify planning opportunities and potential tax savings. This enables more efficient and proactive financial planning, helping advisors provide greater value to their clients.

What is the difference between Holistiplan vs Financial Planner?

AspectHolistiplanFinancial Planner
CredentialsTypically requires CFP certification, financial planning backgroundOften holds CFP, ChFC, or other financial planning credentials
Work EnvironmentSoftware-based, used by financial advisors for client analysisAdvisory firms, independent practice, or corporate settings
Industry UsageUsed as a tool within financial planning servicesProvides comprehensive financial advice and planning

Holistiplan is a software tool that financial planners use to analyze client portfolios and generate tax-efficient strategies. In contrast, a Financial Planner offers personalized financial advice, including investment, retirement, and estate planning. While both roles require similar credentials and work within the financial industry, Holistiplan functions as a supporting technology for financial planners rather than a standalone advisory role.

What are the key skills and qualifications needed to thrive as a Holistiplan user (financial planner), and why are they important?

To thrive as a Holistiplan user, you need a strong background in financial planning, tax analysis, and client advisement, typically supported by certifications such as CFP or CPA. Proficiency with Holistiplan software, tax planning tools, and financial modeling systems is essential. Excellent communication, analytical thinking, and attention to detail help you interpret complex reports and deliver actionable insights to clients. These skills ensure accurate, efficient financial planning that maximizes client value and supports informed decision-making.

What are the typical daily tasks and collaborative responsibilities of a financial advisor using Holistiplan software?

As a financial advisor leveraging Holistiplan, your daily tasks often include uploading and analyzing clients’ tax returns, generating tax planning reports, and identifying actionable strategies for each client. You’ll frequently collaborate with other advisors or paraplanners to review client data, discuss planning scenarios, and ensure recommendations align with broader financial goals. Holistiplan streamlines workflows, but effective communication with your team and clients remains essential to interpret results and implement strategies successfully.
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Holistiplan jobs near you
Wealth Strategist, Senior Associate

Wealth Strategist, Senior Associate

Freestone Capital Management

San Francisco, CA

$110K - $140K/yr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 14 days ago

Job description

Who We Are

At Freestone, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 26-year history of consistent growth and success, we are an independent wealth and asset management firm with over $14 billion in assets under management. Headquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning.

About the Role 

We are seeking a highly motivated, detail-oriented, and experienced financial planner to join our in-house Wealth Planning Team. This role serves as a generalist, creating financial plans, conducting ongoing research, and providing education to advisors. Our Wealth Planning Team significantly impacts our business by supporting client advisors in developing customized financial solutions for both new and existing clients. 

Freestone is committed to your professional growth and provides clear pathways for career advancement within the organization. 

Key Responsibilities 

  • Provide support to Client Advisor teams and their clients in areas including retirement analysis, Social Security and Medicare planning, education funding, tax projections, charitable planning, insurance needs, executive compensation, estate planning, and cash flow analysis. 
  • Accurately input data into financial planning software, construct and update financial analyses, and proactively identify planning issues and opportunities. 
  • Develop actionable recommendations to address clients' planning needs. 
  • Compile, input, and monitor CRM workflows related to financial planning requests. 
  • Support the creation and delivery of internal training programs. 
  • Conduct research and assist in developing client-facing presentations. 
  • Stay informed of and communicate updates on changing financial planning, tax, and estate regulations. 
  • Perform ad-hoc research on topics such as Social Security, Medicare, and retirement planning. 
  • Manage and expand relationships with wealth planning software vendors, including RightCapital, Holistiplan, and Vanilla. 

Qualifications & Skills 

  • 3 to 5 years of experience in wealth management, with a preference for experience in a Registered Investment Advisor (RIA) environment. 
  • CFP designation preferred, or commitment to obtain within the first 1 year. 
  • Bachelor's degree in Financial Planning, Finance, Accounting, Business Administration, or related field preferred. 
  • Proficiency in tax, investment, and estate planning strategies. 
  • Experience with financial planning software (RightCapital, Vanilla, Holistiplan) highly desirable. 
  • Strong project management skills and enthusiasm for continuous learning. 
  • Excellent professional communication skills and business acumen. 

Why Join Us? 

  • Competitive base salary starting at $110,000 - $140,000 commensurate with experience and skills, plus eligibility for discretionary bonuses based on individual and company performance. 
  • Comprehensive benefits package: medical, dental, vision, prescription coverage, 401(k) matching, life and disability insurance, parental leave, and flexible spending accounts. 
  • Generous paid time off, including 17 vacation days in your first year, 10 paid holidays, and Summer Fridays. 
  • Meal perks, company events, team celebrations, and a collaborative, supportive culture that encourages innovation and growth. 

Our Core Values 

  • Commitment: Passion, integrity, and energy in every action. 
  • Collaboration: Together, we are stronger, smarter, and more innovative. 
  • Continuous Improvement: Dedicated to growth-for clients and ourselves. 

Freestone is an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.   

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.   

For information about our privacy practices, including disclosures for California residents, please see our Privacy Notices. 

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