Senior Financial Planner

We're looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

- Bachelor's Degree in Business, Finance, or equivalent experience - CFP strongly preferred, equivalent experience or working towards CFP - 5+ years of financial services experience - 3+ years of experience in the development and presentation of comprehensive financial plans - Experience with eMoney, MoneyGuide or RightCapital

- Understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning - Ability to prioritize and handle multiple tasks at once - Interpersonal and collaboration skills - Software/Systems: Proficiency in Microsoft Office suite - Ability to effectively communicate, excellent organizational skills, and attention to detail