Senior Financial Planner
5+ years
McLean, VA
Full-time
Remote
1 month ago
About the role
Firm Description
At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.
Job Description
Position Summary: The Senior Financial Planner serves as a technical expert and strategic partner to both clients and advisors, managing high-impact planning cases while also mentoring junior team members. The Senior Financial Planner is responsible for producing and presenting sophisticated financial plans, driving deeper client engagement, and contributing to the evolution of planning standards and best practices. This role requires a CFP® to participate in client meetings.
Education:
Required: Bachelor’s degree in Business, Economics, or Financial Planning
Years of Experience:
Required: 3+ years in financial planning industry
Certifications:
Required: Certified Financial Planner (CFP®)
Key Responsibilities
Requirements & Skills
Benefits
At Bogart Wealth, we specialize in providing exceptional wealth management services and solutions. Our team is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice.
Job Description
Position Summary: The Senior Financial Planner serves as a technical expert and strategic partner to both clients and advisors, managing high-impact planning cases while also mentoring junior team members. The Senior Financial Planner is responsible for producing and presenting sophisticated financial plans, driving deeper client engagement, and contributing to the evolution of planning standards and best practices. This role requires a CFP® to participate in client meetings.
Education:
Required: Bachelor’s degree in Business, Economics, or Financial Planning
Years of Experience:
Required: 3+ years in financial planning industry
Certifications:
Required: Certified Financial Planner (CFP®)
Key Responsibilities
- Produce customized, technically sound and accurate financial plans for high-net-worth and complex client situations, delivered within established deadlines and in accordance with firm standards
- Collaborate with lead advisors to align financial planning with the broader client relationship strategy
- Participate in client meetings related to planning topics as needed
- Act as a lead resource on complex planning topics, including tax mitigation, estate strategies, equity compensation, retirement, education, and Social Security
- Provide informal mentoring to junior planners and lead or assist in team training sessions; serve as a sounding board on technical or workflow questions and utilizes knowledge to effectively solve problems
- Stay informed about planning innovations, legislation, and economic shifts affecting client advice
Requirements & Skills
- Expert knowledge of key financial planning concepts
- Demonstrate advanced analytical and problem-solving skills
- Exceptional attention to detail and exceptional follow through
- Outstanding communication and relationship building skills
- Excellent project management skills with ability to prioritize and track multiple tasks
- Must be able to work independently and as a team player
- The ability to think clearly, communicate succinctly, and write well
- Professional discretion when handling sensitive and confidential client information
- Advanced knowledge and hands-on experience working with financial planning software
- Proficiency in Microsoft Office Suite
Benefits
- Competitive compensation
- Paid health benefits (medical, dental, vision, etc.) for employees
- A bonus program based on individual performance and company success
- Paid Time Off based on years of experience
- A 401(k) retirement plan with company match
- A fun and friendly team of colleagues
Skills
FinanceFinancial Services