Wealth Planner: Financial Planning Expert (CFP)

ADP, Inc.; Denver (CO); On-site; USD 90,000 - 130,000; Full time

Job summary

Sequoia Financial Group in Tampa, FL is seeking a motivated Wealth Planner to join the Wealth Planning Department. The role will prepare comprehensive financial plans and modular analyses and work with client-facing advisors to deliver wealth planning services in retirement, education, estate, and other areas.

Candidates should have a Bachelor's in Financial Planning or Finance, CFP certification, 3–5+ years of experience, and proficiency with financial planning software and MS Office.

Qualifications

• Bachelor’s degree in Financial Planning or Finance required.
• CFP certification or advanced credential required.
• 3–5+ years of financial planning experience.
• Experience with financial planning software and MS Office.

Responsibilities

• Collaborate with advisors to develop comprehensive wealth plans.
• Enter client data into planning software and produce analytical reports.
• Identify planning strategies and support advisors in plan delivery.
• Provide ongoing technical planning support to client-facing teams.
• Develop expertise in a technical area and drive deliverables.
• Support departmental projects and evaluate new planning tech.

Skills

Analytical skills

Communication skills

Problem solving

Attention to detail

Time management

Autonomy

Collaboration

Education

Bachelor’s degree in Financial Planning or Finance

CFP® certificate or advanced credential

Tools

Financial planning software

Microsoft Office

eMoney

Job description

Sequoia Financial Group in Tampa, FL is seeking a motivated Wealth Planner to join the Wealth Planning Department. The role will prepare comprehensive financial plans and modular analyses and work with client-facing advisors to deliver wealth planning services in retirement, education, estate, and other areas.

Candidates should have a Bachelor's in Financial Planning or Finance, CFP certification, 3–5+ years of experience, and proficiency with financial planning software and MS Office.