Senior Financial Planner

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

Work with a Top 20 CPA and advisory firm that Accounts for Anything.

Key Responsibilities

• Directly supervise a team of financial planners, provide ongoing training opportunities and feedback.
• Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
• Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
• Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
• Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
• Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM.
• Ensure compliance with internal policies and regulatory requirements.
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Requirements

• Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged.
• CFP® certification or other accredited designation required.
• 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role.
• Experience with the distinct needs of high-net worth and ultra-high-net worth families.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly.
• Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
• Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred.
• Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team.
• Familiarity with investment management concepts and financial products.
• Knowledge of regulatory requirements, industry best practices, and technology solutions.
• Experience with managing, training, and mentoring individuals in a professional setting.
• Exceptional attention to detail and time management.
• Strong client service orientation, behavioral finance knowledge, and professional demeanor.