Beacon Hill
Senior Financial Planner – Bethesda, MD
Base pay range: $90,000.00 – $125,000.00 per year
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.
Responsibilities
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. 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. 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. 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. Beacon Hill is an equal‑opportunity employer. Individuals with disabilities and/or protected veterans are encouraged to apply.
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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. 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. 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. 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. Beacon Hill is an equal‑opportunity employer. Individuals with disabilities and/or protected veterans are encouraged to apply.
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