Top Financial Planner Jobs

Provide comprehensive financial and investment planning for eligible staff, including asset allocation, tax and estate planning, college and retirement projections, cash flow and debt analysis, insurance/risk assessment, and benefits consulting for new, current, and retired staff.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, conduct ongoing research, and lead client seminars and implementation of financial strategies.

Prepare customized financial plans integrating biblical principles; perform cash flow, tax, gifting, retirement, insurance, and estate planning; implement investment transactions; support advisors in client meetings, documentation, and follow-up; use planning and CRM software and maintain compliance.

Client-facing role preparing and conducting financial planning meetings, gathering client data, running insurance illustrations, constructing plans, communicating team recommendations, tracking planning next steps, entering and managing client information in CRM and planning software, performing follow-up, implementing concierge touches, resolving client issues, and supporting advisor-led client relationships.

Work directly with clients to create tailored financial plans, lead meetings, produce insurance illustrations, coordinate investment recommendations, maintain CRM and planning software, manage onboarding and client service, and cultivate referrals to retain clients.

Lead client meetings, collect and analyze client data, build tailored financial plans, create insurance illustrations and investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while ensuring regulatory compliance and high-touch client service.

Lead client meetings, collect client data, build tailored financial plans, create insurance illustrations, recommend investments with advisory team, manage onboarding and service, maintain CRM and planning software, and deliver high-touch client service to retain and grow relationships.

Develop and present comprehensive financial plans; perform retirement, tax, risk-management, and estate analyses; deepen client relationships; collaborate with senior planners and advisors; and continue building planning expertise.

Lead client meetings, gather and organize client data, build tailored financial plans and insurance illustrations, communicate investment recommendations, manage onboarding and ongoing service, maintain CRM and planning software, track milestones, resolve client inquiries, and cultivate referrals while delivering high-touch client service.

The Senior Financial Planner will manage financial planning services for high-value clients, mentor junior planners, and ensure excellent client experiences. They will also handle client inquiries, stay current on tax regulations, and maintain financial planning records.

As a Senior Financial Planner, you'll provide comprehensive financial guidance to members, helping them achieve their financial goals through remote coaching, relationship management, and technology utilization.

Provide advanced financial planning support to Advisors and clients: gather and summarize financial, insurance, estate, and tax information; create analyses and plans using MoneyGuide Pro, eMoney, and Morningstar; record client activity in Salesforce; present planning concepts; serve as a technical planning SME and mentor; contribute to team resources and training.

As a Lead Financial Planner, you will guide members aged 55+ through retirement planning, manage relationships, and conduct strategy sessions. You will focus on financial life coaching, cash flow management, and complex planning issues while leveraging a supportive tech platform.

The Financial Advisor & Planner assists Personal Wealth clients with financial matters, managing client relationships, and providing investment strategies and education.

Assist clients with financial matters, providing high-level service, relationship management, and financial planning guidance while ensuring client satisfaction and retention.

The Financial Planner will prepare comprehensive financial plans, collaborate with sales teams, and utilize various financial planning software tools to support clients' financial objectives.

The Senior Financial Planner will create personalized financial plans and collaborate with Wealth Advisors to support high-net-worth clients, focusing on estate, tax, and investment strategies while ensuring client communication and analysis of planning progress.

Create high-quality, compliant goal-based financial plans for wealth management clients, support advisors via Advice and Planning Helpdesk (email/phone), review plans for quality, assist with planning tools, respond to advisor questions, and occasionally lead small projects.

A 12-week hybrid training program to develop entry-level financial planners. Provides life & health licensing, exam sponsorship (SIE, Series 7 Topper, Series 66), mentorship, coaching, and hands-on client-facing skills development. Candidates must be Louisiana residents near listed offices and proficient with MS Office and financial management software.

Assist in preparing personalized financial plans by analyzing client documents and data, utilizing financial planning tools, and collaborating with teams for a seamless client experience.

Serve as a trusted advisor to ultra-high-net-worth clients and executives, delivering comprehensive financial planning, tax and estate planning, investment management, and coordinating with external CPAs and attorneys to implement tax-efficient wealth transfer and preservation strategies.

Lead creation and delivery of customized financial plans for high-net-worth clients, oversee planning processes, mentor junior staff, streamline team workflows, support M&A integration, and drive service and software improvements to enhance client relationships and firm offerings.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor associates, improve workflows, support M&A integration, and develop new service offerings while maintaining strong client relationships.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve planning tools and service offerings, and present recommendations to clients while ensuring accurate documentation and regulatory awareness.

Lead creation and delivery of customized financial plans for high-net-worth clients, manage planning processes, mentor junior staff, support M&A integration, improve tools and workflows, and present recommendations to clients while maintaining strong client relationships.