Job Description
Job Description
Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life.
In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You’ll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward.
Key Responsibilities:
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Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies
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Collaborate with senior advisors and clients to gather necessary financial data and supporting documents
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Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities
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Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation
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Assist in updating and revising plans based on client feedback, market changes, or new goals
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Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism
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Maintain clear and organized documentation of client plans and related correspondence in internal systems
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Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective
Qualifications:
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2–6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm
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Certified Financial Planner (CFP®) certification required or currently enrolled in a CFP® program
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Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning
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Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools
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Exceptional attention to detail and a strong analytical mindset
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Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively
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Strong interpersonal skills and a collaborative approach to working with both clients and internal team members
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