Senior Financial Planner

Responsibilities

• Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
• Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
• Partner closely with senior advisors and firm leadership to support ongoing client relationships
• Participate in client meetings and contribute to planning discussions and strategic recommendations
• Analyze complex financial situations involving retirement, tax, estate, and investment coordination
• Develop customized planning strategies tailored to clients’ long-term goals
• Collaborate with internal teams and external professionals to support integrated client solutions

Requirements

• CFP® certification required
• 3+ years of experience in financial planning or wealth management
• Advanced proficiency with eMoney and financial planning software
• Strong technical knowledge in retirement, tax, estate, and wealth transfer planning
• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal abilities for client-facing environments

Preferred Qualifications

• Experience working with high-net-worth and ultra-high-net-worth clients

About the Company

Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. PSG is part of the Focus Financial Partners’ network firm community.