Senior Financial Planner for HNW Clients | Strategic

A financial advisory firm seeks an experienced Financial Planner to manage end-to-end financial planning for high-net-worth clients. Ideal candidates should have 8+ years of experience, strong analytical skills, and proficiency with eMoney. This mid-senior level role emphasizes strategic financial planning, risk management, and independent working. Candidates with a Series 65 or equivalent, as well as CFP or CPA designations, are preferred. Join a collaborative environment with pathways for growth. #J-18808-Ljbffr