Beacon Hill
Sr. Certified Financial Planner (Washington)
Beacon Hill, Washington, District Of Columbia, United States, 20022
Senior Financial Planner
Position Summary The Senior Financial Planner is a trusted technical expert and strategic partner, responsible for delivering comprehensive, high-quality financial planning solutions to high-net-worth clients. This role collaborates closely with advisors and other specialists to develop sophisticated strategies across financial, tax, estate, and retirement planning. In addition to client-facing responsibilities, the Senior Financial Planner mentors junior team members and contributes to the advancement of planning standards and best practices. Key Responsibilities Comprehensive Financial Planning Develop and present customized financial plans addressing cash flow, retirement, education, tax, estate, risk management, and charitable strategies. Provide advanced analysis on complex topics such as compensation, Social Security, Medicare, and executive benefits. Research and model financial, estate, and tax planning scenarios to support client goals.
Client Engagement Participate in client meetings to explain planning strategies and educate clients on complex concepts. Collaborate with advisors, attorneys, accountants, and other professionals to implement holistic solutions.
Estate and Legacy Planning Review estate documents (wills, trusts, powers of attorney) and provide recommendations to optimize wealth transfer and minimize tax implications. Coordinate with estate attorneys to ensure alignment with client objectives.
Mentorship and Leadership Provide guidance and informal mentoring to junior planners. Review planning deliverables for accuracy and identify opportunities for improvement. Contribute to internal training, thought leadership, and best practice development.
Qualifications Bachelor's degree in Business, Finance, Economics, or related field. CFP certification required; CPA or AEP designation a plus. 3-5+ years of experience in financial planning, wealth management, or related field. Expert knowledge of financial planning concepts, estate strategies, and tax planning. Strong analytical, problem-solving, and project management skills. Exceptional communication and relationship-building abilities. Proficiency in Microsoft Office and financial planning software.
Desired Skills and Experience
Senior Financial Planner Wealth Strategist Financial Planning Expert CFP Required High-Net-Worth Clients Estate Planning Tax Strategy Retirement Planning Risk Management Holistic Planning Advanced Analysis Strategic Thinking Client Engagement Relationship Management Technical Expertise Problem Solving Project Management Financial Modeling Planning Software Collaborative Team Client-Centric Leadership & Mentorship Professional Growth Thought Leadership Innovation in Planning Trusted Advisor Flexible Work Options Hybrid Schedule
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please
click here
or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting
www.bhsg.com .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future
Position Summary The Senior Financial Planner is a trusted technical expert and strategic partner, responsible for delivering comprehensive, high-quality financial planning solutions to high-net-worth clients. This role collaborates closely with advisors and other specialists to develop sophisticated strategies across financial, tax, estate, and retirement planning. In addition to client-facing responsibilities, the Senior Financial Planner mentors junior team members and contributes to the advancement of planning standards and best practices. Key Responsibilities Comprehensive Financial Planning Develop and present customized financial plans addressing cash flow, retirement, education, tax, estate, risk management, and charitable strategies. Provide advanced analysis on complex topics such as compensation, Social Security, Medicare, and executive benefits. Research and model financial, estate, and tax planning scenarios to support client goals.
Client Engagement Participate in client meetings to explain planning strategies and educate clients on complex concepts. Collaborate with advisors, attorneys, accountants, and other professionals to implement holistic solutions.
Estate and Legacy Planning Review estate documents (wills, trusts, powers of attorney) and provide recommendations to optimize wealth transfer and minimize tax implications. Coordinate with estate attorneys to ensure alignment with client objectives.
Mentorship and Leadership Provide guidance and informal mentoring to junior planners. Review planning deliverables for accuracy and identify opportunities for improvement. Contribute to internal training, thought leadership, and best practice development.
Qualifications Bachelor's degree in Business, Finance, Economics, or related field. CFP certification required; CPA or AEP designation a plus. 3-5+ years of experience in financial planning, wealth management, or related field. Expert knowledge of financial planning concepts, estate strategies, and tax planning. Strong analytical, problem-solving, and project management skills. Exceptional communication and relationship-building abilities. Proficiency in Microsoft Office and financial planning software.
Desired Skills and Experience
Senior Financial Planner Wealth Strategist Financial Planning Expert CFP Required High-Net-Worth Clients Estate Planning Tax Strategy Retirement Planning Risk Management Holistic Planning Advanced Analysis Strategic Thinking Client Engagement Relationship Management Technical Expertise Problem Solving Project Management Financial Modeling Planning Software Collaborative Team Client-Centric Leadership & Mentorship Professional Growth Thought Leadership Innovation in Planning Trusted Advisor Flexible Work Options Hybrid Schedule
Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.
California residents:
Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
If you would like to complete our voluntary self-identification form, please
click here
or copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/
Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.
Company Profile:
Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement.
Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries.
Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs.
Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting
www.bhsg.com .
Benefits Information:
Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.
We look forward to working with you.
Beacon Hill. Employing the Future