Planning Lead (CFP®) – Tax & Retirement Income Specialist

Summary: Strong Point Financial is looking for an experienced CFP® to set the standard for our retirement income and tax planning. This behind-the-scenes role defines and enforces our planning methodology, supports advisors with clear plan summaries, and trains paraplanners. No sales or client meetings.Responsibilities:Establish firm-wide planning methodology for tax-efficient retirement income, Roth conversions, and Medicare/IRMAA considerations.Perform quality control on complex plans and ensure they are advisor-ready.Coach and develop paraplanners and create templates/checklists in eMoney.Translate plans into clear talking points for advisors.Qualifications:CFP® designation.Deep expertise in Roth conversions, retirement income sequencing, and tax-aware planning.Experience creating or enforcing planning standards.Strong communication and writing skills.