Senior Financial Planning Specialist

4 days ago


Scottsdale, Arizona, United States Davis Talent Search (Payments, Fintech, Crypto Jobs) Full time
About the Role

We are seeking a highly skilled and experienced Senior Financial Planning Specialist to join our team at Davis Talent Search. As a key member of our Advanced Planning and Portfolio Solutions team, you will play a critical role in educating advisors on advanced financial planning techniques and helping them navigate complex estate planning strategies.

Key Responsibilities:

  • Develop and implement advanced financial planning strategies for high-net-worth clients
  • Collaborate with financial advisors to identify and mitigate pain points in client plans
  • Provide expertise on structuring assets to maximize inheritance and minimize tax impact
  • Stay up-to-date on industry trends and developments in financial planning and insurance
  • Contribute to the growth and development of our team and company

Requirements:

  • Must hold the Certified Financial Planner (CFP) designation
  • Minimum 5 years of experience in the insurance or wealth management industry
  • Proven experience in financial planning and estate planning
  • Strong business acumen and ability to thrive in an entrepreneurial environment
  • Excellent communication and interpersonal skills

What We Offer:

  • Competitive salary and bonus structure
  • Opportunities for professional growth and development
  • Collaborative and dynamic work environment
  • Recognition and rewards for outstanding performance


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