Senior Financial Planner for HNW & Complex Planning
Beacon Pointe
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Job summary
Beacon Pointe, a leading Registered Investment Advisor, seeks a Senior Financial Planner to join its centralized Financial Planning Department. You will partner with Wealth Advisors to craft comprehensive plans and advanced scenarios for high-net-worth individuals and families, including complex tax and estate considerations.
The role emphasizes analytical rigor and scalable planning workflows. Ideal candidates bring significant financial planning experience, strong technical judgment, and the
Qualifications
- CFP designation is required.
- 7+ years of relevant financial planning experience with high-net-worth clients.
- Bachelor’s degree (Finance/Business/Economics preferred).
- Advanced proficiency in eMoney.
Responsibilities
- Develop comprehensive financial plans and advanced planning scenarios for high-net-worth clients.
- Partner with Wealth Advisors to analyze needs and develop recommendations.
- Model complex compensation, ownership changes, and estate planning strategies.
- Review client documents and validate data for planning analysis.
- Prepare client proposals and supporting materials for Wealth Advisors.
- Coordinate with tax, estate, and other subject-matter experts.
- Develop repeatable planning workflows and resources.
Skills
Education
Tools
Job description
Beacon Pointe, a leading Registered Investment Advisor, seeks a Senior Financial Planner to join its centralized Financial Planning Department. You will partner with Wealth Advisors to craft comprehensive plans and advanced scenarios for high-net-worth individuals and families, including complex tax and estate considerations.
The role emphasizes analytical rigor and scalable planning workflows. Ideal candidates bring significant financial planning experience, strong technical judgment, and the
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