Advisor Group: Sr. Financial Planning Strategist

Salary: $140,000 - $160,000 per year + annual bonus

Location: Hybrid (minimum of 4 days weekly in the office at one of our hubs in Atlanta, La Vista, Oakdale, Scottsdale, Berwyn Park, or St. Petersburg)

Are you a skilled financial planner with a passion for providing top-notch service to high-net-worth clients? Do you thrive in a fast-paced environment and enjoy collaborating with others to find innovative solutions? If so, we have an exciting opportunity for you as a Senior Financial Planning Strategist at Advisor Group.

Advisor Group is a leading financial services organization headquartered in Scottsdale, AZ. With a strong focus on serving the high-net-worth market, we provide a range of services including estate planning, business planning, tax planning, and more. Our team is dedicated to delivering exceptional solutions to our clients while fostering a supportive and inclusive culture for our employees. If you are looking to join a dynamic and growing company, Advisor Group is the perfect fit.

Role

As a Senior Financial Planning Strategist, you will provide expert financial planning advice to financial advisors for their high-net-worth clients. Your focus will be on estate planning, business planning, and tax planning strategies.

Responsibilities:

• Provide expert financial planning advice to financial advisors for their high-net-worth clients, with a focus on estate planning, business planning, and tax planning strategies
• Utilize research, technology, and experience to address complex financial planning issues and present solutions to advisors
• Review and summarize complex estate planning and business governance documents
• Distill complex planning strategies into actionable recommendations for advisors to present to their clients
• Stay up-to-date on industry trends and changes in legislation and regulations to inform strategic direction
• Deliver presentations to internal and external audiences
• Mentor colleagues to develop their financial planning skills
• Other duties as assigned

Requirements:

• Bachelor's degree
• 10+ years of experience in financial planning, preferably in a client- or advisor-facing role
• CFP designation
• Ability to deliver educational content and present to diverse audiences
• Strong communication skills, both written and verbal
• Ability to manage multiple complex cases simultaneously
• Proficiency with Microsoft Office

Preferred Requirements:

• Proficiency in financial planning software (e.g. eMoney)
• CPA
• FINRA Series 7, 63, and 65 licenses
• J.D. or LL.M.

Perks and Benefits:

• Competitive compensation package, including annual bonus
• Comprehensive health, vision, and dental insurance
• 401k plan
• Paid time off and volunteer days
• Career development and training opportunities
• Friendly and inclusive company culture

To find out more or apply for this role, please use the following link: Apply here