Squarely LLC is a specialized recruiting partner to the financial services industry. We deliver tailored, high-velocity searches that connect top talent with leading firms across investment banking, investment advisory, fintech, and the RIA ecosystem. From growth-minded boutiques to national platforms and venture-backed startups, we help you hire with confidence.

What we do

Executive search and professional recruiting for front-, middle-, and back-office roles
Dedicated hiring for RIAs, Wire-houses, Broker Dealers  including Financial Advisors and Investment Adviser Representatives (IARs)
Investment banking recruiting (Analyst to MD), product and coverage
Fintech talent for go-to-market, product, risk, data, and compliance
Wealth management and advisory roles: CFPs, planners, portfolio managers, client service, operations
Compliance, risk, trading, research, and corporate leadership (COO, CCO, CIO)
How we work

Tailored search models: retained, contained/priority, contingent, and project/RPO
Deep domain expertise in SEC/FINRA-regulated environments and Series licensing requirements
Curated national network, rigorous vetting, and structured scorecards to ensure fit and retention
DEI-conscious sourcing and inclusive processes aligned to your hiring goals
Data-driven pipeline reporting, interview calibration, offer negotiation, and onboarding support
Who we serve

RIAs and hybrid firms
Investment banks and advisory boutiques
Asset/wealth managers, family offices, and broker-dealers
Fintech startups and scale-ups (B2B/B2C)
Why choose us

Financial-services-only focus with real-world industry knowledge
Speed without sacrificing quality, compliance, or candidate experience
Transparent communication and measurable outcomes
Let’s build your team

Employers: Book a discovery call to scope your search and timeline.
Candidates: Explore confidential opportunities nationwide.

Industry: Financial Services
Company Size: 2-10 employees

Squarely LLC

Savvy Admin PROD

**About the Company **

Our client is a top-tier, rapidly growing RIA serving High Net Worth (HNW) and Ultra High Net Worth (UHNW) families and individuals. The firm is known for its collaborative culture, sophisticated planning strategies, and high-touch client service. This position is in-office, five days a week, and offers close partnership with senior advisory leadership in an environment that values precision, teamwork, and integrity.

**About the Role **

The Senior Financial Planner will work closely with a Senior Advisor to oversee an assigned book of HNW and UHNW clients. You will serve as the lead planning strategist for these households—designing, coordinating, and executing advanced wealth planning strategies—while supporting the Senior Advisor on client relationship leadership and investment direction. This collaborative model ensures seamless service delivery, continuity across generations, and sustained relationship depth.

**Responsibilities **

- Partner with the Senior Advisor to manage an assigned group of HNW and UHNW clients, serving as the primary resource for all planning-related matters.

- Develop, refine, and implement comprehensive financial plans that integrate income, estate, charitable, and tax strategies.

- Lead discovery meetings to clarify client goals and translate insights into actionable recommendations.

- Collaborate with the investment and operations teams to align assets and portfolios with planning objectives.

- Coordinate with internal professionals (CPAs, attorneys, insurance specialists, trustees) to ensure consistent, multi-generational outcomes.

- Prepare advanced analyses, reports, and plan updates for client review meetings with the Senior Advisor.

- Identify planning opportunities or potential risks within your assigned accounts and recommend proactive solutions.

- Support the onboarding and transition process for new clients or inherited relationships to ensure continuity of service standards.

**Qualifications **

- 7–10 years of experience delivering advanced planning solutions to HNW and UHNW clients within an RIA or private wealth environment.

- Deep expertise in tax, estate, trust, and philanthropic planning; strong understanding of complex family structures.

- Proven success collaborating with senior advisors to manage shared client relationships.

- CFP® required; CPA, CFA, or JD/LLM preferred.

- Exceptional communication skills, analytical acumen, and client-service orientation.

- Solid understanding of investment concepts and integration within holistic planning frameworks.

**Required Skills **

- Advanced scenario modeling and planning analysis.

- Relationship collaboration and team-based account management.

- Strategic planning execution and operational follow-through.

- Exceptional interpersonal communication and presentation ability.

- High attention to detail balanced with big-picture perspective.

**Pay range and compensation package **

Competitive, above-market compensation package commensurate with experience and assigned relationship scope.

**Equal Opportunity Statement **

Our client values diversity, equity, and inclusion across all levels of the firm and welcomes qualified candidates from all backgrounds.

Senior Financial Planner

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