Financial Planning Specialist

Compensation $100-$130k base plus bonus

Our client, a growing wealth management team, is seeking a Financial Planning Specialist to support a group of six Advisors by preparing planning work, keeping deliverables organized, and ensuring weekly meeting schedules are fully planned and ready. This person will operate 2 to 3 steps ahead, anticipate needs, and enjoy the problem-solving side of planning work.

This role is planning forward with very minimal client interaction and no business development expectations. The ideal person enjoys financial planning at a deep technical level, is highly organized, and thrives in an environment where preparation and follow-through fuel success.

Key Responsibilities:

Financial Planning & Scenario Modeling

• Prepare and maintain comprehensive financial plans for high-net-worth clients
• Work with advisors to gather data and all planning inputs
• Build recommendations and scenario models using Excel
• Prepare planning deliverables including illustrations and proposals

Advisor Support & Weekly Flow Management

• Plan and prepare for client meetings week-to-week
• Stay ahead of upcoming deliverables, deadlines, and open items
• Organize follow-ups and move cases forward with consistency
• Create planning visuals, diagrams, and presentation slides when needed

Technical Depth

• Comfort operating within financial planning software
• Exposure to risk management, estate planning, equity compensation, retirement planning
• Ability to break down complexity into clear recommendations

Qualifications:

• 4+ years of experience in financial planning required
• Experience supporting advisors with HNW planning preferred
• Life & Health, Series 7 and 63
• CFP, CFA or MBA preferred
• Strong fits may come from Fidelity, Schwab, RIAs, wirehouse planning units

Benefits:

• 401(k) with Safe Harbor match
• Profit sharing eligibility after tenure
• Healthcare reimbursement program and HSA support
• Parental leave, CO FAMLI, mandatory time away
• Paid sabbatical program
• Support for professional conferences
• Optional work-from-home and unlimited PTO after tenure milestone
• Wellness stipend and philanthropic matching