Manager, Senior Financial Planner (Dallas, Austin, or Houston, TX)
Core
Create customized and comprehensive financial plans for clients by supporting advisors through preparation, updating, delivery, and implementation stages.
Role type
Senior Financial Planner I (supporting IC)
Builds
Comprehensive financial plans, portfolio analysis, tax planning strategies
Domain
Wealth Management / Financial Planning
Required skills
Financial planning expertise, Tax planning, Portfolio analysis, Client relationship management, Analytical skills, Process orientation
Preferred skills
CFP® certification, FPQP® certification, Master's in Financial Planning, 6+ years client-facing experience
Technologies
eMoney, Orion, Morningstar, Holistiplan, Excel, Salesforce
Responsibilities
Prepare comprehensive financial plans using eMoney and other tools, Partner with advisors to deliver seamless client experiences, Collaborate on client strategies for wealth transfer and retirement, Mentor and coach members of the Financial Planning Group, Ensure adherence to company standards for client care and retention, Co-present financial planning concepts with advisors
Seniority
Mid-level, hands-on IC with mentorship duties