Advanced Financial Planning Specialist

1 week ago


Stamford, Connecticut, United States Claire Myers Consulting Full time

Advanced Financial Planning Specialist

Location:
Stamford, CT

Compensation:
$100,000 – $125,000 base plus bonus + benefits, depending on experience

About the Role:

Our client is a top-producing wealth management practice with a small, close-knit team with a culture of direct communication, collaboration and growth. They are seeking an experienced, tech-savvy professional who thrives in a fast-paced environment and can quickly shift gears while delivering high-quality planning support. This role is designed for someone with deep planning expertise who can provide strategic plan recommendations.

Responsibilities:

  • Interpret and analyze client situations, providing proactive insights and recommendations
  • Research and design customized planning strategies, leveraging financial planning software
  • Collaborate with advisors to build and refine complex financial plans tailored to client needs
  • Manage plan creation, updates, and deliverables with a high level of accuracy
  • Support client meetings by preparing materials, running scenarios, and handling follow-up tasks
  • Sit in on meetings to explain complex plan strategy as needed
  • Partner with the operations and service teams to ensure seamless client experience
  • Balance multiple priorities and projects with agility and attention to detail

Qualifications:

  • 5+ years of financial planning/paraplanning experience
  • CFP completed coursework or designation required
  • Life & Health Insurance license required
  • Series 7 required
  • Strong knowledge of financial planning principles and tools; advanced tech proficiency required
  • Demonstrated ability to anticipate advisor/client needs and take initiative
  • Comfortable working in a small team environment with straightforward communication styles

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