Financial Planning Lead

JCW Group; Seattle (WA); Hybrid; USD 120,000 - 160,000; Full time

Job summary

JCW Group seeks a Financial Planning Lead to deliver comprehensive planning for high-net-worth clients. This role serves as a technical planning resource for advisors, developing plans, addressing complex needs, and maintaining planning standards across the firm.

Responsibilities include preparing and updating plans, supporting advisors with tailored recommendations, assisting with client meetings, and improving planning processes.

Qualifications

• Bachelor's degree required.
• Active CFP certification required.
• Strong technical knowledge of comprehensive financial planning and experience working with high-net-worth clients.
• Proficiency in financial planning software, CRM systems, and Microsoft Office.
• Strong analytical, organizational, and communication skills.

Responsibilities

• Prepare, maintain, and update comprehensive financial plans and analyses for high-net-worth clients.
• Support financial advisors in identifying planning opportunities and developing tailored recommendations.
• Serve as an internal resource for complex financial planning questions and strategies.
• Assist with client meeting preparation, presentations, and follow-up items.
• Collaborate with advisors and client service teams to ensure a consistent, high-quality planning experience.
• Help develop and improve financial planning processes and workflows.

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's degree

CFP certification

Tools

CRM systems

Microsoft Office

Financial planning software

Job description

Our client is a growing RIA seeking a Financial Planning Lead to support the delivery of comprehensive financial planning services to HNW clients. This individual will serve as a key technical planning resource for advisors, helping develop financial plans, address complex planning needs, and maintain consistent planning standards across the firm.

Key Responsibilities

• Prepare, maintain, and update comprehensive financial plans and analyses for high-net-worth clients.
• Support financial advisors in identifying planning opportunities and developing tailored recommendations.
• Serve as an internal resource for complex financial planning questions and strategies.
• Assist with client meeting preparation, presentations, and follow-up items.
• Collaborate with advisors and client service teams to ensure a consistent, high-quality planning experience.
• Help develop and improve financial planning processes and workflows.

Qualifications

• Bachelor's degree required.
• Active CFP certification required.
• Strong technical knowledge of comprehensive financial planning and experience working with high-net-worth clients.
• Proficiency in financial planning software, CRM systems, and Microsoft Office.
• Strong analytical, organizational, and communication skills.