Financial Planning Manager

About This Role

The Financial Planning Manager will support the financial planning process by designing, building, and maintaining comprehensive financial plans. This role involves close collaboration with financial advisors to ensure plans align with client goals and financial situations.

Responsibilities

• Collaborate with advisors to gather and organize client data necessary for financial planning
• Build and update comprehensive financial plans using financial planning software
• Perform scenario analysis and what-if projections to support client decision-making
• Assist in the development of retirement, tax, insurance, education, and estate planning strategies
• Prepare reports, charts, and plan presentations for client meetings
• Maintain accurate client records and ensure plans remain current
• Monitor regulatory and industry trends to help ensure compliance and best practices

Requirements

• Bachelor’s degree in Financial Planning, Finance, Accounting, or related field
• 5-7+ years of experience in a lead financial planner or financial planning support role
• Proficiency with financial planning software and Microsoft Office Suite
• Strong analytical, organizational, and communication skills
• Ability to work independently while supporting a collaborative team environment
• High attention to detail and commitment to accuracy
• Active FINRA Series 7 and Series 66 licenses

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Accounting, or related field
• 5-7+ years of experience in a lead financial planner or financial planning support role

Nice to Have

• CFP® certification
• MSFS certification
• Working toward CFP® designation
• FINRA Series 24 license

Skills

* Required skills

Benefits