Top Financial Planner Jobs

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.

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.

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.

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.

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.

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.

Prepare and deliver comprehensive financial plans using eMoney and analysis tools; partner with advisor teams to implement strategies, mentor planners, support client-facing activities, and improve processes while maintaining high accuracy and client retention.

Manage R&D financial planning and analysis including annual budgets, interim budget analysis, P&L and cash flow tracking. Coordinate global fund receipts, audit documentation, fixed asset compliance, and monthly reporting. Provide spend oversight for labs, identify risks, recommend solutions, support government-funded proposal financials, and collaborate with Hitachi Americas and Japan finance teams, including off-hour meetings.

Provide FP&A support for the Salt Lake City facility including P&L forecasting, monthly and mid-month variance analysis, profitability and cost accounting, support for bids and new business cost reporting, and driving operational excellence through lean metrics and collaboration with operations and cost accounting teams.

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.

Prepare comprehensive financial plans (cash flow, investments, retirement, Social Security, education, stock options, estate, tax, risk). Use planning and CRM tools, collaborate with advisors and specialists, manage client documentation, improve workflows, and support implementation. Hybrid role with up to 10% travel.

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.