Job Description
Compensation $85,000 to $130,000 base plus bonus
Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem-solving side of planning work.
This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow-through fuel success.
Key Responsibilities:
Financial Planning & Scenario Modeling
- Prepare and maintain comprehensive financial plans for high-net-worth clients
- Work with advisors to gather data and all planning inputs
- Build recommendations and scenario models using Excel
- Prepare planning deliverables including illustrations and proposals
Advisor Support & Weekly Flow Management
- Plan and prepare for client meetings week-to-week
- Stay ahead of upcoming deliverables, deadlines, and open items
- Organize follow-ups and move cases forward with consistency
- Create planning visuals, diagrams, and presentation slides when needed
Technical Depth
- Comfort operating within financial planning software
- Exposure to risk management, estate planning, equity compensation, retirement planning
- Ability to break down complexity into clear recommendations
Qualifications:
- 4+ years of experience in financial planning required
- Experience supporting advisors with HNW planning preferred
- Life & Health, Series 7 and 63
- CFP, CFA or MBA preferred
- Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units
Benefits:
- 401(k) with Safe Harbor match
- Profit sharing eligibility after tenure
- Healthcare reimbursement program and HSA support
- Parental leave, CO FAMLI, mandatory time away
- Paid sabbatical program
- Support for professional conferences
- Optional work-from-home and unlimited PTO after tenure milestone
- Wellness stipend and philanthropic matching