Event planning Jobs in Des Moines, IA

Senior Financial Planning Strategist

Are you seeking a growing private wealth management firm that’s committed to empowering clients with comprehensive financial strategies for confident financial journeys? Do you thrive in an ensemble-based culture that values teamwork, continuous growth, and client-centered service delivered with precision and empathy? If so, Gilbert & Cook could be the perfect fit for you —offering a collaborative environment where your expertise makes a lasting impact.

We are looking for an experienced Senior Financial Planning Strategist, holding a CFP designation, to join our dynamic team. In this role, you will collaborate closely with financial advisors, our in-house investment team, and external specialists, guiding clients through sophisticated financial challenges and supporting their unique wealth management needs. Your expertise in crafting personalized financial strategies, including tax optimization and estate planning, will be essential for client success.

Core Responsibilities

Comprehensive Financial Planning and Strategy Development

• Develop and update comprehensive financial plans tailored to client needs, encompassing estate planning, tax optimization, risk management, and retirement strategies.
• Utilize advanced scenario analysis and financial modeling to explore various strategic options for wealth preservation, growth, and distribution.

Tax Strategy and Planning

Client-Centric Life Transition Support

Cross-Functional Collaboration

Compliance and Risk Management

Advanced Knowledge and Tool Utilization

Mentorship and Team Leadership

Business Development and Industry Engagement

Customized Estate and Legacy Planning

Client Education and Clear Communication

Qualifications

Education : Bachelor’s degree in finance, economics, accounting, or a related field.

Experience : Minimum of 5 years in financial planning or wealth management, with demonstrated expertise in tax, estate, retirement, and business planning.

Certification : CFP required; ChFC, JD, CPA, or Enrolled Agent credentials are preferred.

Technical Skills : Proficiency in MS Office, especially Excel and PowerPoint.

Communication : Strong verbal and written skills, with the ability to simplify complex concepts for clients.

Client Focus : A client-centered professional passionate about delivering exceptional service, fostering trust, growth, and positivity within both client relationships and the team .

Collaboration & Adaptability : Strong team player with adaptability, humility, and a commitment to continuous learning, ensuring professionalism and effective collaboration in dynamic environments.

Professionalism : Detail-oriented, highly organized, and able to work independently while fostering a positive team atmosphere.

Benefits

To learn more about what it's like to work with us, including our commitment to employee growth and well-being, view our Employee Value Proposition.

Our ideal Gilbert & Cook team member demonstrates the following core values :

In Service to Others - An aspiration to make a positive difference in the lives of the individuals and families that we serve.

Inspired an Abundance Mindset -Provides and inspires prosperity and an excess of what it is that our clients value.

Exemplifies Professionalism - Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing.

Listens Generously - Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own.

Provides Clarity through Collaboration - Working together towards the common goal, bringing clarity to complex situations.

Consistently on a Quest to Grow and Improve - A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.

Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience.

About the Company

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you.