• Senior Financial PlannerPosition Summary The Senior Financial Planner is a trusted technical expert and strategic partner, responsible for delivering comprehensive, high-quality financial planning solutions to high-net-worth clients
• This role collaborates closely with advisors and other specialists to develop sophisticated strategies across financial, tax, estate, and retirement planning
• In addition to client-facing responsibilities, the Senior Financial Planner mentors junior team members and contributes to the advancement of planning standards and best practices
• Key ResponsibilitiesComprehensive Financial PlanningDevelop and present customized financial plans addressing cash flow, retirement, education, tax, estate, risk management, and charitable strategies
• Provide advanced analysis on complex topics such as compensation, Social Security, Medicare, and executive benefits
• Research and model financial, estate, and tax planning scenarios to support client goals
• Client EngagementParticipate in client meetings to explain planning strategies and educate clients on complex concepts
• Collaborate with advisors, attorneys, accountants, and other professionals to implement holistic solutions
• Estate and Legacy PlanningReview estate documents (wills, trusts, powers of attorney) and provide recommendations to optimize wealth transfer and minimize tax implications
• Coordinate with estate attorneys to ensure alignment with client objectives
• Mentorship and LeadershipProvide guidance and informal mentoring to junior planners
• Review planning deliverables for accuracy and identify opportunities for improvement

Contribute to internal training, thought leadership, and best practice development

• Expert knowledge of financial planning concepts, estate strategies, and tax planning
• Strong analytical, problem-solving, and project management skills
• Exceptional communication and relationship-building abilities
• Proficiency in Microsoft Office and financial planning software

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