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Financial Planning Specialist
2 weeks ago
**Financial Planning Specialist
West Hartford, CT | $75,000–$95,000 salary
Schedule: Monday–Friday | Onsite
About the Opportunity**
We're partnering with a growing wealth management firm that provides highly tailored financial planning and investment strategies to high-net-worth clients. Due to continued expansion and increased planning demand, they are hiring a Financial Planning Specialist to support their Senior Financial Planner.
This is a newly created role designed for an organized financial planning professional looking to elevate their skills in a collaborative, mentorship-focused environment. You'll gain exposure to sophisticated planning strategies while building the communication and client-facing confidence needed to advance toward a future advisory role.
If you're driven by accuracy, polish, and helping clients achieve meaningful financial outcomes, you'll thrive here.
What You'll Be Doing
- Develop and update client financial plans using eMoney or similar tools.
- Support financial planning data gathering and information documentation.
- Assist with cash flow modeling, investment allocation reviews, and scenario analysis.
- Maintain detailed and compliant client plan files with strong data integrity.
- Attend selected client meetings to observe planning conversations and grow presentation skills.
- Deliver strong, responsive client service with follow-up on requests and tasks.
- Work closely with advisory, operations, and compliance teams to ensure seamless execution.
- Take initiative to continuously improve planning knowledge and operational processes.
What They're Looking For
- Bachelor's degree in Finance, Accounting, Economics, or related field preferred.
- 2+ years of experience in financial planning, client service, or wealth management operations.
- Experience with eMoney (or comparable financial planning software) strongly preferred.
- Highly organized, detail-oriented, and comfortable managing multiple priorities.
- Strong professional presence, communication, and interpersonal skills — this is a client-facing role.
- CFP certification preferred — or a strong interest in pursuing it.
Why You'll Love It There
- This is a firm where mentorship and growth are built into the culture. You'll receive:
- Clear advancement pathway toward deeper planning or advisory responsibilities
- Exposure to high-net-worth planning strategies and client relationship development
- A collaborative team with high professional standards and strong integrity
MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department
