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Choreo · 4 months ago

Senior Financial Planner

United States

Full-time

Remote

Senior Level, Lead/Staff

10+ years exp

Choreo is a wealth management firm that focuses on providing innovative financial planning services to clients. The Senior Financial Planner will serve as a national resource for financial and tax planning, collaborating with advisors to enhance client engagements and build comprehensive wealth planning strategies.

Advice

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 eMoney and other planning tools (e.g., Holistiplan) 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

Coordinate closely with Choreo’s Senior Wealth Strategist to expand advanced planning initiatives across the firm

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

Support the integration of planning into the broader client experience model across Choreo, and collaborate with the Senior Wealth Strategist to develop the Choreo advanced planning team

Contribute to firm-wide initiatives focused on planning quality, consistency, and innovation

Qualification

Financial planningTax planningCFPPFS designationEMoney proficiencyHolistiplan proficiencyPublic speakingLeadership skillsProblem-solving skillsCommunication skillsEmotional intelligence

Required

10+ years' experience working in financial and tax planning with wealth management teams (or a similar role in a CPA firm with significant financial planning and 1040/1041 return preparation experience)

CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred)

Experience collaborating with financial advisors and advisory teams

Master-level proficiency with eMoney and Holistiplan

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 and external groups in public speaking

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