Senior Financial Planner

Our client is seeking a Senior Financial Planner to join their rapidly growing team. You will be responsible for crafting holistic financial plans for members and continuing to support them.

Requirements

• Active designation(s) as a Certified Financial Planner (CFP), Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Enrolled Agent (EA), Equity Compensation Associate (ECA) or similar
• 5-8+ years experience in a client-facing financial services roles
• Experience with in-depth tax planning and building tax projections for clients
• Significant experience in delivering financial advice directly to consumers
• Exceptional investment acumen and knowledge of broader planning topics
• Significant experience using financial services technology
• Interest in or passion for the tech space, and a desire to change the industry
• Strong organizational, leadership, and written communication skills
• BS or BA in Finance, Accounting, or other related major preferred

Benefits

• Medical, dental and vision coverage
• 401k plan
• Technology allowance
• PTO
• Paid parental leave
• In-person team & company events