Our client is seeking an experienced Financial Planning Specialist to play a key role in supporting financial advisors by delivering sophisticated financial plans and strategic recommendations for high-net-worth clients. This position is ideal for a detail-oriented professional with a strong background in wealth management who is looking to deepen their impact within a highly collaborative and growing firm.
Key Responsibilities
- Develop and refine comprehensive financial plans, integrating investment management, tax strategies, estate planning, and insurance solutions
- Serve as a technical resource for advisors, providing insights on complex planning scenarios
- Analyze financial data and run projections to support client recommendations
- Lead client onboarding processes, ensuring seamless transitions and accurate financial data collection
- Collaborate with external partners (CPAs, attorneys, and other specialists) to ensure holistic planning strategies
- Stay current on financial regulations, market trends, and best practices to enhance client offerings
- Provide mentorship and training to junior team members as needed
Qualifications
- Bachelor’s degree in Finance, Economics, Accounting, or a related field
- 4-7+ years of experience in financial planning, wealth management, or investment advisory services
- CFP® designation strongly preferred (or in progress)
- Proficiency in financial planning software (e.g., eMoney, MoneyGuidePro)
- Strong analytical skills with the ability to assess and model financial scenarios
- Excellent communication skills to interact with advisors, clients, and internal teams
- High attention to detail and commitment to client service
Compensation
- $90,000 - $120,000 base salary + individual & company performance bonus
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What We Do
Based in Northern California’s wine country, our consulting firm believes that if your employees truly are your best asset, then the quickest way to grow your business is to get better at getting (and keeping) better people. We offer turnkey solutions that leave our clients with a repeatable process in place so that value continues to be created even after the retainer ends. Our ideal clients are small to medium businesses that know they can improve their talent acquisition and retention strategies, but they just don’t know where to begin.
