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THOR Wealth Management · 4 months ago

Financial Planner - Team Lead

Cincinnati, OH

Full-time

Onsite

Mid, Senior Level

3+ years exp

THOR Wealth Management is a fiduciary firm dedicated to helping clients achieve meaningful financial outcomes through exceptional advice and a collaborative culture. They are seeking a CFP® professional to lead the creation and management of comprehensive financial plans while mentoring associate planners and enhancing planning processes.

Financial ServicesRetirementWealth Management

Responsibilities

Lead the development of comprehensive financial plans addressing retirement, investment, tax, cash flow, and estate considerations

Partner with Lead Advisors to prepare, update, and refine client plans in alignment with goals, ensuring timely implementation of recommendations

Review client data, model scenarios, and identify opportunities for improved outcomes

Stay current on market trends, planning strategies, and regulatory changes to keep advice relevant and compliant

Mentor associate planners, providing guidance on technical work, case preparation, and professional development

Contribute to process improvements and best-practice standards for THOR’s financial planning function

Qualification

CFP® designationFinancial planning expertiseFinancial planning softwareTeam leadershipCommunication skills

Required

CFP® (Certified Financial Planner) designation

Bachelor's degree in Finance, Economics, or related field

Minimum 3 years of experience in financial planning, with significant responsibility for plan creation, analysis, and implementation in a client-facing environment

Strong technical expertise in financial planning principles, including retirement planning, cash flow analysis, and investment strategy

Comfortable learning and using financial planning technology and client management systems

Excellent interpersonal, written, and verbal communication skills

Passion for leadership, coaching, and team development