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