Senior Financial Planning Specialist (CPA)

CMC Recruiting; United States; Remote; USD 105,000 - 125,000; Full time

Benefits offered by this job

Healthcare premium coverage

Remote work option

Flexible work schedule

Job summary

CMC Recruiting is seeking a Financial Planning & Tax Analyst (CPA) to support financial advisors with advanced planning, case prep, and client service. This senior role mentors juniors and ensures smooth planning processes across the office.

Ideal candidate has a CPA, several years in financial services, and a passion for exceptional client support. Base salary ranges and performance bonuses reflect strong contribution and results.

Qualifications

• CPA designation required.
• 3+ years of experience in financial services, wealth management, or insurance.
• Strong financial planning and analytical skills with advisor support experience.

Responsibilities

• Gather and analyze financial information for advisor meetings with clients and prospects.
• Prepare annual review materials and develop financial planning and investment proposals.
• Input and maintain financial planning data within planning software and asset allocation recommendations.
• Review financial plans and recommendations for accuracy and completeness before client presentation.
• Assist advisors with complex financial planning analyses and client cases.
• Recommend portfolio and investment allocation strategies.
• Maintain client files, case notes, account documentation, and planning records.
• Serve as a liaison between advisors, clients, the home office, and investment partners.
• Resolve complex service issues while ensuring high client satisfaction.
• Mentor and assist in training junior team members on planning processes.

Skills

Financial analysis

Attention to detail

Communication

Multitasking

Education

CPA designation

Series 7/63 and insurance licenses preferred

Tools

Planning software

Investment proposal tools

Job description

Compensation: Base salary of $105-125k plus individual and team bonus between 15-20% of salary, depending on performance.

Benefits: full healthcare premium coverage and remote and flexible work schedule.

Overview:

Our client is seeking a Financial Planning & Tax Analyst (CPA) to play a key role in supporting financial advisors through advanced financial planning, case preparation, and client service. This individual will serve as a senior resource within the office, assisting with complex planning scenarios, mentoring junior team members, and ensuring the smooth execution of financial planning processes. The ideal candidate has a CPA designation, several years of experience in financial services, and a passion for delivering exceptional client support.

Responsibilities:

• Gather and analyze financial information for advisor meetings with clients and prospects.
• Prepare annual review materials and develop financial planning and investment proposals.
• Input and maintain financial planning data within planning software, including all planning modules and asset allocation recommendations.
• Review financial plans and recommendations for accuracy and completeness before client presentation.
• Assist advisors with complex financial planning analyses and client cases.
• Recommend portfolio and investment allocation strategies.
• Maintain client files, case notes, account documentation, and planning records.
• Serve as a liaison between advisors, clients, the home office, and investment partners.
• Resolve complex service and administrative issues while ensuring a high level of client satisfaction.
• Mentor and assist in training junior team members on planning processes and office procedures.

Qualifications:

• CPA (Certified Public Accountant) required.
• Series 7, 63, and Health & Life Insurance License preferred.
• 3+ years of experience in financial services, wealth management, or insurance.
• Strong financial planning and analytical skills with experience supporting advisors.
• Experience with financial planning software and investment proposal tools.
• Excellent attention to detail and organizational skills.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Self-motivated with sound judgment, professionalism, and a commitment to continuous learning.
• Ability to work independently while collaborating effectively with advisors and team members.