Senior Financial Planner

The Senior Financial Planner (SFP) will serve as a national resource for holistic wealth planning across Choreo’s advisor teams. In this role, the SFP offers support by partnering directly with client-facing advisors to assist with their complex client planning engagements and ongoing relationship needs. The SFP will advise on comprehensive and scenario-based financial plans that address a wide range of wealth planning disciplines, providing planning expertise for client-specific situations, enabling them to offer high-quality advice to their clients. The Senior Financial Planner will also contribute to the development of a center of excellence focused on tax-centric planning resources, ensuring Choreo advisors nationwide have access to leading tools and guidance. 

Primary Responsibilities:  

• Serve as a technical planning partner to wealth advisors on active client situations, and at times, join meetings with Choreo advisors, clients, and outside client advisors.
• Review advisor-drafted financial plans and modeling with advisors and offer insights.
• Assist advisors in leveraging planning tools across a variety of cases including co-preparation of financial plans and simulations.
• Respond to advisor planning questions and conduct research on nuanced financial/tax issues.
• Contribute to expanding the complex wealth planning resources across the firm, including the development of the advanced planning team.
• Help codify and disseminate best practices in financial and income tax planning across the firm.
• Help test and evaluate planning software for broader adoption.
• Develop and deliver internal training on relevant topics.
• Participate in thought leadership and marketing content development.
• Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation. 

Basic Qualifications: 

• 10+ years’ experience working in financial planning with wealth management teams 
• CFP® or CPWA designation highly preferred
• Experience collaborating with financial advisors and advisory teams
• Proficiency with eMoney; experience with Holistiplan is a plus
• Experienced leadership skills with the ability to provide effective coaching
• Proactive problem-solving skills with an entrepreneurial mindset
• Ability to deliver information and present to clients and larger internal groups
• In-depth knowledge of comprehensive financial planning and wealth management disciplines
• Highly effective communication skills and emotional intelligence
• Ability to travel throughout the continental U.S., expected between 10-20% as needed