Financial Planner

Rockstar is recruiting for an independent investment management firm that provides high-level financial and retirement planning, wealth management, tax strategies, protection, and legacy planning to high-net-worth individuals. Our client is a Registered Investment Advisor (RIA) managing over $275 million in assets, catering to business owners, executives, professionals, and independent women with over $1 million in savings. They bring expertise in fiduciary services, helping clients achieve lasting financial well-being.

The core purpose of the Financial Planner role is to provide in-depth and detailed planning to the firm's Financial Advisors and to assist in client acquisition, plan creation for clients, and demonstrate the value of our comprehensive planning strategies for income, investing, tax, protection, and legacy.

Outcome: Delivering Financial Planning Excellence

1. Analyzing current plans for prospective clients

2. Preparing plans for new clients

3. Demonstrating the value of financial planning strategies

4. Calculating the value of tax-savvy solutions

5. Preparing presentation materials for Financial Advisors to communicate planning strategies

This workplace is one where everyone's work matters, each team member's contributions are valued and appreciated, and together we make a difference for our clients.

Skills and experience needed:

Experience in an area such as Finance, Accounting, Tax, Business, Economics, or a related ?eld

2+ years of relevant financial planning experience in a ?nancial industry

CFP or CPA designation would be beneficial, or have a desire to obtain one

Pro?ciency in Microsoft Excel

Ability to analytically problem-solve around planning strategies & opportunities in tax, cash-flow, and investing

Deliver with thoroughness, accuracy, timeliness, and confidentiality

Strong communication skills (written & verbal) to work collaboratively with a team and with advisors.

Duties and Responsibilities include:

Interpret and review client ?nancial statements to pull the relevant information needed for evaluating current issues and opportunities

Organize information, build personal financial statements, and cash flow models

Build scenarios in financial planning software to evaluate, compare, and present planning techniques

Be able to follow direction and processes for gathering & analyzing data

Be comfortable around analyzing investment holdings & performance evaluation

A desire to follow a process for putting together a presentable plan design for various solutions that also shows the benefits of planning strategies

Assemble needed supporting materials of financial products, investments, and strategies to confirm the validity of the strategies

Desire to do work of excellence, meet deadlines, produce accurate work, and consistently deliver relevant materials

Salary:

$100,000 - $150,000 based on level of experience

Benefits:

10 Paid Time Off (PTO) days and about 10 Paid Holidays per calendar year

High Deductible Health Plan is available

Automatic 3% contribution to 401k after 6 months of employment

Hours:

Monday-Friday, 9am-5pm (in office)