Senior Financial Planner: Multigenerational Wealth Architect

Nottingham & Associates; North Carolina; Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) with Safe Harbor

Medical, Dental, Vision

Disability Insurance

Life and AD&D

Job summary

Triangle Wealth Management in North Carolina seeks a Senior Financial Planner who thinks decades ahead. You’ll build comprehensive plans covering retirement cash flow, education funding, tax strategy, insurance, and estate & multigenerational wealth transfer, and present them to families.

You’ll collaborate with a team including a relationship manager, portfolio manager and client service associate to translate goals into strategy, serving as the go-to expert on complex planning topics such as

Qualifications

• Bachelor's degree required; CFP certification strongly preferred.
• CFP certification or equivalent credentials highly valued.
• Experience guiding retirement, estate, and tax planning.

Responsibilities

• Build comprehensive lifestyle plans covering retirement cash flow, education funding, tax strategy, insurance, and estate/wealth transfer.
• Present plans to families and translate goals into actionable strategies.
• Collaborate with relationship manager, portfolio manager and client service associate to deliver client-centric outcomes.
• Act as subject matter expert on complex planning topics including RMDs, Social Security, and Medicare.
• Pursue ongoing certifications and professional development to deepen planning mastery.

Skills

Retirement planning

Estate planning

Social Security planning

Analytical thinking

Team collaboration

Client presentation

Education

Bachelor's degree

CFP certification

Tools

MoneyGuidePro

Salesforce

Orion

Schwab platforms

Job description

Triangle Wealth Management in North Carolina seeks a Senior Financial Planner who thinks decades ahead. You’ll build comprehensive plans covering retirement cash flow, education funding, tax strategy, insurance, and estate & multigenerational wealth transfer, and present them to families.

You’ll collaborate with a team including a relationship manager, portfolio manager and client service associate to translate goals into strategy, serving as the go-to expert on complex planning topics such as