Senior Financial Planner
New
C
ChoreoWealth Management
Location: RemoteFull-TimeSenior
Salary not disclosed
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Job Details
- Experience
- 10+ years
- Required Skills
- LeadershipCoaching
Requirements
- 10+ years experience working in financial planning with wealth management teams
- CFP or CPWA designation highly preferred
- Experience collaborating with financial advisors and advisory teams
- Proficiency with eMoney
- Experience with Holistiplan is a plus
- Experienced leadership skills with the ability to provide effective coaching
- Proactive problem-solving skills with an entrepreneurial mindset
- Ability to deliver information and present to clients and larger internal groups
- In-depth knowledge of comprehensive financial planning and wealth management disciplines
- Highly effective communication skills and emotional intelligence
Responsibilities
- Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
- Review advisor-drafted financial plans and modeling with advisors and offer insights.
- Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
- Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
- Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
- Help codify and disseminate best practices in financial and income tax planning across the firm.
- Help test and evaluate planning software for broader adoption.
- Develop and deliver internal training on relevant topics.
- Participate in thought leadership and marketing content development.
- Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation.
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