Senior Financial Planner

Financial Planner Recruiting, LLC
Any Location, VA
Category Accounting
Job Description
Our client is seeking a Senior Financial Planner to join their rapidly growing team, responsible for crafting holistic financial plans and supporting members.

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
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