Senior Financial Planner (8498)

Ebs Recruiters LLC; United States; Presencial; USD 90.000 - 120.000; Jornada completa

Descripción de la vacante

Ebs Recruiters LLC seeks a Senior Financial Planner to deliver personalized financial planning and exceptional client service, partnering with clients, advisors, and internal teams to develop customized plans and manage ongoing relationships.

The candidate should be relationship-driven and detail-oriented, with Series 7/66 licenses and a Bachelor's degree; CFP designation preferred. Experience with CRM and planning software is required, along with confidentiality and regulatory compliance.

Formación

• Minimum 2 years of financial planning or related experience.
• Series 7 and Series 66 licenses required; CFP designation preferred.
• Strong communication and relationship-building skills.
• Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro or similar).

Responsabilidades

• Prepare for and lead client meetings
• Gather, organize, and analyze client financial information
• Develop customized financial plans, insurance illustrations, and financial scenarios
• Communicate investment recommendations in collaboration with advisory teams
• Track planning milestones and follow up on action items
• Deliver proactive client service and ongoing relationship management
• Manage client onboarding and support ongoing service needs
• Maintain accurate records in CRM and financial planning systems
• Respond to client inquiries and provide trusted financial guidance
• Cultivate client relationships through thoughtful engagement and referral development

Conocimientos

Financial planning

Client relationship management

Communication

CRM software

Educación

Bachelor's degree or equivalent experience

Herramientas

Salesforce

eMoney

MoneyGuidePro

Descripción del empleo

Senior Financial Planner Position Overview:

The Senior Financial Planner is responsible for delivering personalized financial planning and exceptional client service to help clients achieve their long-term financial goals. This role partners closely with clients, advisors, and internal teams to develop customized financial plans, manage ongoing relationships, and provide a high-touch, consultative experience. The ideal candidate is relationship-driven, detail-oriented, and passionate about helping clients navigate complex financial decisions.

Key Responsibilities

• Prepare for and lead client meetings
• Gather, organize, and analyze client financial information
• Develop customized financial plans, insurance illustrations, and financial scenarios
• Communicate investment recommendations in collaboration with advisory teams
• Track planning milestones and follow up on action items
• Deliver proactive client service and ongoing relationship management
• Manage client onboarding and support ongoing service needs
• Maintain accurate records in CRM and financial planning systems
• Respond to client inquiries and provide trusted financial guidance
• Cultivate client relationships through thoughtful engagement and referral development

Qualifications

• Minimum 2 years of financial planning or related experience
• Series 7 and Series 66 licenses required
• CFP designation preferred
• Bachelor’s degree or equivalent experience
• Experience within the financial services and insurance industry preferred
• Familiarity with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)
• Strong communication, interpersonal, and relationship-building skills
• High attention to detail and organizational abilities
• Proficiency in Microsoft Office and Outlook
• Professional, proactive, and adaptable approach to client service
• Commitment to confidentiality and regulatory compliance