Senior Financial Planner

DescriptionReach out to Michelle Espejo via email or LinkedIn for additional information or questions.Senior Financial Planner| Wealth Management Firm| Hybrid; 3 daysJoin a growing financial services firm known for delivering high-touch, personalized advice. The team emphasizes professional development, mentorship, and meaningful client impact, offering strong benefits including a company-funded ESOP, retirement plans, tuition reimbursement, comprehensive healthcare, and generous PTO.ResponsibilitiesPartner with advisors to prepare client meetings and follow-up materials, sometimes acting as Client Relationship ManagerDevelop and present sophisticated financial plans covering cash flow, tax, insurance, retirement, and estate planningAdvise clients directly and collaborate with attorneys, CPAs, and investment professionalsLead financial planning technology integration and process improvementsMentor junior team members and support growth of the Advice Strategy functionManage complex plan implementations and maintain compliance standardsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.RequirementsBachelor's degree in Finance, Economics, or related fieldCFP or Series 65 certification required5–7+ years of financial planning experienceExpertise in tax, estate, retirement, and insurance planningSkilled in financial planning software (eMoney, MoneyGuidePro, RightCapital), CRM systems, and Microsoft OfficeStrong communicator who can simplify complex strategies for clientsInterested or even just curious? Reach out to Michelle Espejo via email or LinkedIn. Michelle is a Permanent Placement Recruiter at Robert Half Financial Services. Happy to connect even if not actively looking and just curious about the market.Job typePerm