Senior Financial Planner — Deep Planning & Growth Focus

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

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.