• 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
• Comprehensive Financial Planning
• Develop 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 Engagement
• Participate 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 Planning
• Review 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 Leadership
• Provide 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
• Estate Planning

Relationship Management

• Bachelor's degree in Business, Finance, Economics, or related field
• 3-5+ years of experience in financial planning, wealth management, or related field
• 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
• Senior Financial Planner
• Financial Planning Expert
• CFP Required
• Holistic Planning
• Advanced Analysis
• Strategic Thinking
• Problem Solving
• Thought Leadership

Trusted Advisor

• Wealth Strategist
• Tax Strategy
• Retirement Planning
• Risk Management
• Planning Software
• Leadership & Mentorship
• Professional Growth
• Flexible Work Options
• Hybrid Schedule

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility