Senior Financial Planner

Job Description:Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.Responsibilities:Gain a deep understanding of our members unique needs and aspirations to confidently advise them on their financial goals.Build and implement iterative financial plans and wealth strategies.Maintain an in-depth understanding of financial planning, investments, and tax planning.Be an active part of a collaborative team and share best practices.Assist our engineering and product teams with prioritizing and creating product plans and roadmaps.Research and present investment strategies.Coordinate tax filing and estate planning.Qualifications:Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar5-8+ years experience in a client-facing financial services rolesExperience with in-depth tax planning and building tax projections for clientsSignificant experience in delivering financial advice directly to consumersExceptional investment acumen and knowledge of broader planning topicsSignificant experience using financial services technology Interest in or passion for the tech space, and a desire to change the industryStrong organizational, leadership, and written communication skillsBS or BA in Finance, Accounting, or other related major preferredBenefits and Compensation:Medical, dental and vision coverage401k planTechnology allowanceHybrid work environment opportunities available for select employeesPTOPaid parental leaveIn-person team & company eventsSalaried role, commensurate with experience

Created: 2025-01-03