Associate Financial Planner
Purpose
Support lead advisors in delivering comprehensive plans and an exceptional client experience while building the skills to grow into a client‑facing planner role.
What you’ll do - Prepare meeting materials: data gathering, account mapping, cash‑flow snapshots, risk/asset‑allocation summaries - Build and maintain planning scenarios (retirement income, tax projections, Roth strategies, education, insurance needs) - Draft follow‑ups and service tickets; track tasks to completion with precision - Coordinate with custodians and internal operations on ACATs, RMDs, QCDs, transfers, and money movements - Document notes and action items in our CRM; maintain impeccable records
What you bring - Bachelor’s degree in finance, accounting, economics, or related field (or equivalent experience) - Progress toward CFP® or interest in pursuing it - Strong Excel/Google Sheets skills; comfort with planning software and CRMs - Excellent organization, writing, and follow‑through; high attention to detail
Growth path
Associate Financial Planner → Financial Planner
Financial Planner
Purpose
Lead client relationships, design and present plans, and steward implementation across investments, retirement income, tax strategies, estate coordination, and risk management.
What you’ll do - Serve as primary or co‑primary advisor for a defined client set; lead review and strategy meetings - Translate goals into an actionable plan (investments, withdrawal sequencing, tax minimization, estate coordination) - Proactively surface opportunities (Roth conversions, NUA, tax‑loss harvesting, charitable strategies, beneficiary updates) - Coordinate with CPAs/attorneys, and with our internal tax & operations teams to execute the plan - Mentor Associates; contribute to workflows, checklists, and process improvement
What you bring - CFP® strongly preferred (or CPA/EA with robust planning experience) - 3–7+ years in financial planning/wealth management; confident presenting to HNW households - Working knowledge of portfolio construction, tax planning, retirement income strategies, and estate basics - Relationship skills: empathy, clarity, professionalism; excellent written communication
Success looks like
Clients feel informed and confident; plans are current and implemented; you anticipate needs and elevate each interaction.
Tax Preparer – Flexible Schedule/Seasonal
Purpose
Deliver accurate, timely individual tax preparation that integrates with each client’s broader plan.
What you’ll do - Prepare and review Form 1040 returns (and common schedules) for clients; e‑file and manage acknowledgments - Organize client documents; identify missing items and communicate clearly - Collaborate with advisors on planning items arising from returns (Roth opportunities, QCDs, estimated payments) - Uphold a high standard for documentation, checklists, and quality control
What you bring - Prior experience preparing individual returns (practice or public accounting) - Active PTIN; familiarity with professional tax software (e.g., Drake, Lacerte, ProConnect) - Strong accuracy and deadline discipline; clear client communication - Availability to work increased hours during peak weeks (hybrid schedule possible)
Term & schedule
Seasonal role from January–April; flexible hours vary by week and can include evenings/weekends during peak.