Lead Financial Planner for High-Net-Worth Clients

NextGenEnergyJobs; Overland Park (KS); On-site; USD 90,000 - 150,000; Full time

Job summary

NextGenEnergyJobs is seeking a seasoned financial planning leader to supervise a team of planners and deliver personalized plans for high-net-worth clients. You will meet with clients to understand their goals and use planning technology to craft retirement, estate, and investment strategies.

You will analyze client financials, collaborate with Wealth Advisors and Operations, and ensure accurate records and regulatory compliance while supporting business development.

Qualifications

• Bachelor's degree in Financial Planning, Finance, Economics, Business or related field preferred; CFP certification required.
• 5+ years of relevant experience in financial planning, wealth management, or related financial services in a client-facing role.
• Experience with high-net-worth and ultra-high-net-worth clients.
• Excellent interpersonal and communication skills; ability to explain financial concepts clearly.
• Strong ethics and client confidentiality; acting in clients' best interests.
• Proficiency in MS Office; experience with planning software (eMoney) preferred.
• Ability to work independently and as part of a team; experience training/mentoring a team.
• Familiarity with investment concepts and regulatory requirements.
• Attention to detail and time management.

Responsibilities

• Directly supervise a team of financial planners and provide ongoing training and feedback.
• Meet with clients to learn about their situation and develop personalized financial plans.
• Analyze clients' financial information, including cash flow, tax returns, and investments.
• Collaborate with Wealth Advisors, Client Services, Operations and other partners to deliver client experience.
• Prepare and deliver reports, presentations, and planning documents for meetings.
• Maintain accurate client records across planning software, client portal, PMS, and CRM.
• Ensure compliance with internal policies and regulatory requirements.
• Support business development with referrals, proposals, and marketing support.

Skills

Team leadership

Client relationship

Communication

Ethics & integrity

Financial planning

Regulatory knowledge

Attention to detail

Time management

Mentoring

Education

Bachelor's degree in finance/related field

CFP certification

Tools

Microsoft Office

eMoney

CRM systems

Job description

NextGenEnergyJobs is seeking a seasoned financial planning leader to supervise a team of planners and deliver personalized plans for high-net-worth clients. You will meet with clients to understand their goals and use planning technology to craft retirement, estate, and investment strategies.

You will analyze client financials, collaborate with Wealth Advisors and Operations, and ensure accurate records and regulatory compliance while supporting business development.