Senior Financial Planner

The Well; United States; On-site; USD 115,000 - 155,000; Full time

Benefits offered by this job

Strong bonus structure

Paid credential support

Health insurance

401(k) match

Job summary

A fiduciary wealth management firm is seeking a Senior Financial Planner to lead in-depth financial analysis and build advanced projections while fostering strong client relationships. The ideal candidate will hold a CFP® and have a robust planning background in a fiduciary environment. This full-time position is based in College Station, TX, and offers a competitive salary, strong bonuses, and support for professional credentials. Join a dynamic team focused on exceptional service and strategic planning.

Qualifications

• Strong planning background in a fiduciary environment.
• High emotional intelligence with a curious and coachable mindset.
• Ability to develop relationships and trust with clients.

Responsibilities

• Lead deep financial analysis connecting recommendations to clients.
• Build and refine advanced financial projections.
• Collaborate with Advisors and planning team on plan quality.
• Enhance client relationships through exceptional communication.
• Contribute to firm's growth towards $1B AUM.

Skills

CFP®

Financial planning

Client relationship building

Advanced projections

Risk management

Tax strategy

Education

CFP® certification preferred

CFA/CPA/JD considered

Job description

We’re hiring a Senior Financial Planner on behalf of our client, a fast-growing, fee-only fiduciary wealth management firm based in College Station, TX.

Comp at a glance

• Base: starting around $115K (stronger profiles may start higher)
• Realistic Year 1 strong performer: ~$155K (mix of firm bonus + client growth incentives)
• On-site: full-time in College Station (focus-from-home days may be available later, not at start)

Why this role stands out

This is deep planning. Not “plug it into software and print.” You’ll be in the room, shaping strategy, building projections, and translating complex client lives into clear, confident recommendations.

What you’ll do

• Lead deep financial analysis and discovery, connecting recommendations to each client’s full “money story”
• Build and refine advanced projections (retirement, tax, risk management, estate planning considerations)
• Partner closely with the Advisor and planning team to pressure-test plan quality before it ever reaches a client
• Strengthen client relationships through thoughtful communication and exceptional service
• Help raise the bar on planning consistency as the firm scales toward (and beyond) $1B AUM

What they’re looking for

• CFP® strongly preferred (CFA/CPA/JD considered, with expectation to pursue CFP)
• Strong planning background in an RIA / fiduciary environment preferred
• Someone who’s curious, coachable, and confident (high EQ, no ego wars)
• Comfortable ramping: starting as chair 2, earning chair 1 through trust and planning depth

Benefits & growth

• Strong bonus structure tied to firm growth and client introductions
• Paid/provided credential support (CFP®, CFA, ChSNC®), plus CE reimbursement with approval
• Health insurance starts after 90 days
• 401(k) safe harbor match (100% up to 3%, 50% on next 2%)

Interview process highlights

• Interview(s) with leadership
• Case study (planning depth matters here)