Wealth Planner - CFP Expert Driving Holistic Financial Plans

Sequoia Financial Group Llc; Phoenix (AZ); On-site; USD 90,000 - 140,000; Full time

Job summary

Sequoia Financial Group in Tampa, FL is seeking a Wealth Planner to join the Wealth Planning Department. The role involves preparing comprehensive financial plans and modular analyses and collaborating with client-facing advisors to deliver tailored wealth planning services.

The ideal candidate will have a CFP certification, a bachelor's degree in finance or financial planning, and substantial experience in full-cycle financial planning, retirement, estate, and risk management.

Qualifications

• Bachelor’s degree in Financial Planning or Finance.
• CFP certificate or advanced credential in related practice area (ex., JD, CPA).
• 5 years' experience providing comprehensive financial planning as a CFP.
• Strong technical knowledge base covering cash management, tax, education, retirement, estate planning, and risk management; able to translate concepts for clients.
• Experience working with financial planning software.
• Competency with Microsoft Office products.

Responsibilities

• Interact with advisors to gather data for initial plans or plan reviews.
• Enter client information into planning software and produce analytical reports for comprehensive plans and modular analyses.
• Identify and recommend planning strategies; support advisors in delivering client plans.
• Develop deeper expertise in a technical area or client segment as directed by management.
• Assist with departmental projects and training on planning software and data gathering.

Skills

CFP experience

Financial planning software

Microsoft Office

Education

Bachelor’s degree in Financial Planning or Finance

Tools

eMoney

Job description

Sequoia Financial Group in Tampa, FL is seeking a Wealth Planner to join the Wealth Planning Department. The role involves preparing comprehensive financial plans and modular analyses and collaborating with client-facing advisors to deliver tailored wealth planning services.

The ideal candidate will have a CFP certification, a bachelor's degree in finance or financial planning, and substantial experience in full-cycle financial planning, retirement, estate, and risk management.