Sr. Financial Planning Associate - Hybrid Remote

We are seeking a Senior Financial Planning Associate (Senior Wealth Strategist) in the Private Client Group of our wealth management firm. The Senior Financial Planning Associate uses expertise in various areas of financial, estate, and tax planning to provide holistic financial planning strategies and solutions. This role is a key member of a collaborative team providing their expertise in financial and estate planning to support the Managing Director in empowering the client to achieve their goals.

This position offers some work from home flexibility of up to 2 days per week after initial training period.

In this position you will manage the following :

Comprehensive Financial Planning and Strategy Development

• Develop and update comprehensive financial plans, scenarios, and recommendations tailored to client needs, including cash flow, retirement, education, tax, estate, and risk management.
• Provide analysis and recommendations for other financial planning strategies, Social Security, Medicare, pension, and executive compensation planning.
• Research and model financial, charitable, estate, and tax planning topics related to proposed or completed client transactions and offers analysis and recommendations.
• Develop knowledge of all assigned clients through proactively cultivating relationships with Managing Director's and understanding the client's financial position and goals through review of client files and CRM.
• Participates in client meetings to present financial plans, strategies, and educate clients on complex financial concepts.
• Review prospective client financial, estate, and insurance documents and prepare recommendations and strategies.

Estate and Legacy Planning

Mentorship and Team Leadership

Cross-functional Collaboration

Requirements

The successful candidate will have :

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.

The qualified candidate can expect :

We are Clearstead...an independent institutional and wealth advisory firm headquartered in Cleveland, Ohio.

Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.

There's a popular line at Clearstead, "There are no sharp elbows." There is a palpable sense of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is collaborative and collegial and encourages sharing of information and ideas. This helps us attract and retain strong and motivated individuals.