Financial Planner

We are an independent financial planning firm established in 1999, and are committed to delivering comprehensive, personalized services to our clients. Our offerings include investment management, estate planning, retirement planning, insurance analysis, and more. We believe that proactive tax planning should always fit with the clients' overall financial plan, and we are also uniquely positioned to support tax preparation. We build trust with our clients by providing this value and creating a simpler and seamless experience. We take pride in our independence and operate with the highest standards of professionalism and integrity.

Ideally, we are going to find an experienced CFP® that is already providing comprehensive technical tax and financial planning advice to a set of clients. We can be flexible to consider a newly minted CFP® or even to look slightly outside of the box and consider a CPA that is looking to make the shift to the planning side. More importantly, we are looking for a person that is a great communicator, influencer and enthusiastic person, who will support the vision, positive culture and team spirit that we have created and thrive on. We are looking for someone with an entrepreneurial spirit who is able to keep the long game in mind. We want a master relationship builder with the care for clients as their driving force. You complement your people skills with an ability to track details and remember things, so nothing gets lost. You are personally organized, and you are patient and helpful to others that need support in this area. You want to be a master of your craft, and you are the type of person that is always looking to better yourself.

Job Responsibilities

• Develop comprehensive financial plans tailored to clients' goals, risk tolerance, and life stages, including all aspects of a client's life - retirement planning, cash flow, investments, equity compensation, tax, education, employee benefits, insurance, estate planning, etc.
• Participate in existing client meetings from day one, with increasing involvement and responsibility over time, with the goal is to transition you into a lead advisor role, taking responsibility for client relationships and engagements as your experience with our firm grows
• Serve as a primary point of contact for client communications and follow through for assigned clients
• Manage and / or complete all client meeting preparation and follow-up activities
• Develop customized asset allocation strategies and investment solutions for clients
• Preparation of tax returns and tax projections for our clients
• Maintain strong client relationships and advise clients on complex planning topics

Must-have Qualifications & Attributes

Nice-to-have Qualifications & Attributes

Career Path

Client-Interactive Role with Growth Potential : Begin working directly with clients in a supporting role, with a transition time to lead advisor based on your experience and capabilities. For the right candidate, there may also be future opportunities to participate in the management and strategic direction of the firm. We offer meaningful opportunities for professional development, leadership, and long-term advancement.