Senior Financial Planner, Tech-Driven Wealth Strategy

Range; McLean (VA); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health coverage

401k plan

Technology allowance

Hybrid work opportunities

PTO

Top of Market Pay

Paid parental leave

In-person team events

Job summary

A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services. This position offers comprehensive benefits in a hybrid work environment.

Qualifications

• 6-9+ years experience in client-facing financial services roles.
• Active certification as CFP, CPA, CFA, or similar.
• Exceptional investment skills and knowledge of planning topics.

Responsibilities

• Craft financial plans for members and support them via messaging.
• Gain a deep understanding of members' needs for advising.
• Assist engineering and product teams with financial planning.

Skills

Client relationship management

Financial planning

Investment strategies

Tax planning

Collaboration

Education

BS or BA in Finance, Accounting, or related major

Tools

Financial services technology

Job description

A leading financial wellness platform in McLean, VA is seeking an experienced Senior Financial Planner to craft personalized financial plans while supporting clients through an innovative messaging platform. Key responsibilities include advising members on their financial goals, collaborating with product teams, and providing insights on investment and tax strategies. The ideal candidate holds certifications like CFP or CPA, with 6-9+ years in client-facing financial services. This position offers comprehensive benefits in a hybrid work environment.