Senior Financial Planner & Client Strategy Leader

Cascade Financial Partners, LLC; San Diego (CA); On-site; USD 95,000 - 116,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual bonuses

Job summary

Cascade Financial Partners, LLC is seeking a seasoned Financial Planner to support Wealth Advisors by delivering comprehensive financial planning and proactive guidance. This client-facing role requires leading meetings, developing sophisticated plans, and ensuring exceptional service.

The ideal candidate brings 5+ years in financial planning, strong analytical skills, and proficiency with eMoney and Excel.

Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• Minimum of 5 years in financial planning, wealth management, or a similar advisory role.
• Proficiency in eMoney (or similar planning software) and strong Excel/analysis capabilities.
• Exceptional written and verbal communication skills, with the ability to simplify complex planning concepts for clients.
• Proven ability to manage and deepen client relationships independently.
• Familiarity with Tamarac, CRM systems, and industry reporting tools.
• Advanced tax knowledge, including tax-efficient withdrawal strategies and charitable planning.
• Experience working with high net worth clients.

Responsibilities

• Lead development, delivery, and refinement of comprehensive financial plans.
• Independently conduct client discovery, present planning recommendations, and implement ongoing strategies.
• Review and analyze complex financial documents to identify planning opportunities.
• Model strategies like Roth conversions and tax-loss harvesting.
• Create and update advanced estate planning diagrams with attorneys/CPAs.
• Maintain and enhance planning templates, methodologies, and standards.
• Mentor junior team members on casework and planning questions.
• Contribute to evolving the firm’s planning philosophy and processes.
• Support client portal adoption and ensure a seamless digital experience.

Skills

Client relationship management

Financial planning

Communication

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

eMoney

Excel

Tamarac

CRM systems

Job description

Cascade Financial Partners, LLC is seeking a seasoned Financial Planner to support Wealth Advisors by delivering comprehensive financial planning and proactive guidance. This client-facing role requires leading meetings, developing sophisticated plans, and ensuring exceptional service.

The ideal candidate brings 5+ years in financial planning, strong analytical skills, and proficiency with eMoney and Excel.