Senior Financial Planner

Turn2Partners; Ocala (FL); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Fully paid employee health coverage

401(k) match

Parental leave

Education support

Job summary

Turn2Partners is seeking a Senior Financial Planner to support high-net-worth client relationships and deliver comprehensive financial planning services. You will work closely with advisors and clients, contribute to strategic planning, and grow within a dynamic, team-oriented environment.

The role emphasizes delivering holistic plans, collaborating with internal teams, and staying current with tax law updates, with a focus on client service and professional development.

Qualifications

• Bachelor’s degree in Finance, Business, Economics, or related field
• 2+ years of experience in financial planning or related financial services
• Series 65 or CFP® required (must be willing to drop other licenses if applicable)
• Excellent communication, organizational, and client service skills
• Detail-oriented and strong problem-solving abilities
• Comfortable with hybrid work schedule

Responsibilities

• Conduct in-depth client interviews and gather financial data
• Develop and present comprehensive financial plans (investment, tax, estate, retirement, compensation, insurance)
• Support clients in implementing their financial plans
• Participate in client meetings and provide planning insights
• Review trading and investment allocation reports
• Collaborate with client service teams and other internal departments
• Conduct planning research and monitor tax law updates
• Support onboarding and training of new team members

Skills

Communication

Organization

Client service

Detail oriented

Problem solving

Education

Bachelor’s degree in Finance/Business/Economics

Tools

eMoney

Tamarac

Holistiplan

Schwab custodians

Fidelity custodians

Job description

A growing, independent wealth management firm is seeking a Senior Financial Planner to support high-net-worth client relationships and deliver comprehensive financial planning services. This role is ideal for candidates who want to work closely with advisors and clients, contribute meaningfully to strategic planning, and grow within a dynamic, team-oriented environment.

Key Responsibilities:

• Conduct in-depth client interviews and gather financial data
• Develop and present comprehensive financial plans (investment, tax, estate, retirement, compensation, insurance)
• Support clients in implementing their financial plans
• Participate in client meetings and provide planning insights
• Review trading and investment allocation reports
• Collaborate with client service teams and other internal departments
• Conduct planning research and monitor tax law updates
• Support onboarding and training of new team members

Requirements:

• Bachelor’s degree in Finance, Business, Economics, or related field
• 2+ years of experience in financial planning or related financial services
• Series 65 or CFP® required (must be willing to drop other licenses if applicable)
• Excellent communication, organizational, and client service skills
• Detail-oriented and strong problem-solving abilities
• Comfortable with hybrid work schedule

Preferred Tools & Experience:

• Financial planning software (eMoney, Tamarac, Holistiplan)
• Familiarity with Schwab and Fidelity custodians

Why Apply:

• Clear path for advancement within a high-growth, employee-owned firm
• Excellent benefits (fully paid employee health coverage, 401(k) match, parental leave, education support)
• Strong leadership, low turnover, and an inclusive, collaborative culture
• Nationally recognized as one of the fastest-growing RIAs