Senior Financial Planner, Tech-Driven Wealth Strategy
Range
14 days+
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Benefits offered by this job
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.
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