Financial Planner

Our wealth management firm is looking for a skilled and experienced financial planner to join our team. In this role, you will be responsible for developing comprehensive financial plans for our high net worth clients, providing them with personalized investment strategies and recommendations. You will also be responsible for ongoing monitoring and analysis of their portfolios to ensure they are aligned with their financial goals.

Under limited supervision, our Financial Planner uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues. This may include income tax consulting, retirement planning, qualified retirement plans, risk management and insurance planning, estate planning, education funding and small business planning. Resolves or recommends solutions to complex problems. Contact with internal and/or external customers to provide detailed financial planning consultative services.

Requirements

• Conduct detailed financial analysis and develop comprehensive financial plans for high net worth clients
• Develop personalized investment strategies and recommendations for clients
• Monitor and analyze client portfolios to ensure they are aligned with their financial goals
• Provide ongoing financial advice and guidance to clients
• Collaborate with other professionals, such as tax advisors and estate planning attorneys, to ensure clients' financial needs are met
• Stay up-to-date with the latest financial and economic trends and provide guidance to clients on how to navigate them
• Maintain accurate and detailed client records
• Serves as a resource for Wealth Advisors in designing a tailored comprehensive financial plan
• Respond to income tax inquires without providing tax advice
• Evaluate overall individual and employer-based retirement needs, research options to provide planning alternatives
• Provide guidance on estate planning options and techniques
• Respond to and direct client education funding questions
• Conduct research as needed related to assigned client cases; request guidance when necessary
• Prepare presentations that clearly communicate recommendations and alternatives related to client plan design
• Participate in client presentations as requested by the Wealth Advisor
• Assist in marketing materials development
• Perform other duties and responsibilities as assigned

Your Experience and Expertise

• Bachelor's degree in finance, accounting, or a related field
• Certified Financial Planner (CFP) designation required
• 3+ years of experience in financial planning or a related field
• Excellent analytical and problem-solving skills
• Strong communication and interpersonal skills
• Detail-oriented and highly organized
• Ability to work independently and as part of a team
• Proficient in Microsoft Office and financial planning software

Benefits

We offer a competitive salary, bonus, and benefits package, as well as opportunities for career growth and development. If you are a motivated self-starter who is passionate about helping executives achieve their goals, we encourage you to apply for this exciting opportunity:

• Vacation: 20 Days PTO. Every 5 years, you receive an additional 5 days.
• 401K Match: 5%
• 100% Medical Coverage
• Holiday Weeks Off
• Four-day Work Week (Monday-Thursday)
• Sabbatical: Every 5 years, get a 30-day sabbatical
• Continuing Education Conference/Travel Credits: $2,500 Travel Credit for educational/professional development/conferences (all EE’s). $1,500 CE/Conference CE Budget (for those EEs with a professional cert)
• Mental Wellness or Physical Wellness Credit: $150 per month
• Coaching: 1 Hour per year with Expand Your Edge
• Ownership Consideration: After 5 years of service
• Annual Salary: $95,000-$135,000

Who We Are

Aspen Wealth Strategies builds trusted relationships spanning generations. We offer a complete approach to wealth management. We’re fee-only advisors that consider all aspects of our clients financial plan to create an optimal and secure future. We want the best for our clients and our employees. Aspen Wealth Strategies is a company whose culture is defined by the character of its team members. As a result, each team member must possess an unyielding desire to exceed client expectations. We serve our clients the way we want to be served. Being entrusted with our clients’ life savings means that every work day activity and interaction must be highly ethical, professional and focused. This means that your daily activities are to be completed correctly and efficiently the first time.

Disclosure: This job description is not meant to be an all-inclusive statement of every obligation and responsibility that will ever be required of the person in this role.