Senior Financial Planner - Remote (PST Time Zone)

The Senior Financial Planner works closely with advisors to create, update, analyze, and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings. 

Duties and Responsibilities

Client Relationship & Plan Development
• Client Engagement: Work with advisors on clients with assets under management of $2 million or more. Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans.
• Financial Plan Creation: Lead the creation of detailed, customized financial plans, including tax planning, retirement planning, estate planning, investment strategies, and more.
• Plan Review & Implementation: Review client data, present to clients, and assist in preparing action plans based on financial recommendations. Help implement financial strategies and track progress

Team Support & Process Improvement
• Process Management: Manage and streamline the Financial Planning team's processes, including data collection, plan input, scenario generation, internal reviews, and presenting client meetings. Ensure all deliverables are accurate and timely.
• Team Collaboration: Work with other team members and departments to improve systems, enhance workflows, and develop processes that help increase client satisfaction and drive service excellence.
• Mentorship & Leadership: Assist the Financial Planning Manager in mentoring Financial Planning Associates and Financial Planning Interns, guiding them in financial planning processes and firm culture.
• Document Organization: Organize and maintain client documents, ensuring that they are uploaded to appropriate systems and databases. Maintain and troubleshoot connections for client personal financial websites

Strategic Involvement & Support
• Mergers and Acquisitions Support: Collaborate with the Director of Financial Planning, Associate Director of Financial Planning, and Financial Planning Manager in the firm’s mergers and acquisitions efforts, including staff training and integration.
• Ongoing Analysis & Research: Continuously research financial trends, opportunities for optimization, and 
market changes to ensure the firm’s offerings remain competitive and up-to-date

Training & Professional Development
• Ongoing Training: Participate in continuous professional development, including onboarding, bi-weekly department training, monthly continuing education opportunities, and a dedicated professional development hour.
• Certifications & Specializations: Interest in pursuing additional financial planning designations or certifications that align with your career goals and the firm’s needs.

Additional Responsibilities
• Legislative Awareness: Stay updated on legislation changes (e.g., SECURE Act 2.0) and educate the firm on potential impacts.
• Software & Process Improvements: Evaluate and implement updates to the financial planning tools and software used by the team, ensuring they remain efficient and effective.
• Service Offering Development: Lead or actively participate in the development of new service offerings tailored to the regional client base, enhancing the firm’s capabilities in wealth management.
• Client & Centers of Influence Engagement: Lead client seminars and local events in the region to build relationships and provide educational support. Actively support meetings to implement financial strategies 
for clients.
• Collaboration with Centers of Influence: Work with local Centers of Influence to implement action plans for clients, ensuring smooth execution and strong client satisfaction

The role is remote and operates on a Pacific Time Zone schedule.