Sr. Financial Planning Strategist
Skills
Business PlanningEstate PlanningFINRAMicrosoft ExcelMicrosoft WordRetirement PlanningSeries 7
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor's degree required
- 10+ years of financial planning experience in a client- or advisor-facing capacity
- CFP designation
- Experience delivering educational content and presenting to diverse audiences
- Demonstrated ability to influence and collaborate across organizational levels
- Strong written and verbal communication skills
- Ability to manage multiple complex cases simultaneously
- Proficiency with Microsoft Office Word Excel PowerPoint Outlook
Nice to have
- Technically skilled
- Service-oriented
- Strong presenter
- Collaborative
- Mentor-minded
Day to day
- Provide advanced financial planning guidance to financial advisors for high-net-worth clients, with a strong focus on estate planning, business succession, tax planning, trust administration, and retirement strategies.
- Research complex planning issues, review legal and business governance documents, and translate technical findings into clear, actionable recommendations.
- Deliver engaging presentations and trainings to internal teams, advisors, and external audiences while mentoring colleagues and shaping strategic planning insights.