MOHR Talent · 20 hours ago
Financial Planning Specialist
West Hartford, CT
Full-time
Onsite
Entry, Mid Level
$75K/yr - $95K/yr
2+ years expMOHR Talent is partnering with a growing wealth management firm that provides highly tailored financial planning and investment strategies to high-net-worth clients. They are hiring a Financial Planning Specialist to support their Senior Financial Planner, focusing on developing client financial plans and enhancing client service.
Staffing & Recruiting
Responsibilities
Develop and update client financial plans using eMoney or similar tools
Support financial planning data gathering and information documentation
Assist with cash flow modeling, investment allocation reviews, and scenario analysis
Maintain detailed and compliant client plan files with strong data integrity
Attend selected client meetings to observe planning conversations and grow presentation skills
Deliver strong, responsive client service with follow-up on requests and tasks
Work closely with advisory, operations, and compliance teams to ensure seamless execution
Take initiative to continuously improve planning knowledge and operational processes
Qualification
Required
2+ years of experience in financial planning, client service, or wealth management operations
Highly organized, detail-oriented, and comfortable managing multiple priorities
Strong professional presence, communication, and interpersonal skills
Preferred
Bachelor's degree in Finance, Accounting, Economics, or related field
Experience with eMoney (or comparable financial planning software)
CFP® certification
Strong interest in pursuing CFP® certification
Benefits
Clear advancement pathway toward deeper planning or advisory responsibilities
Exposure to high-net-worth planning strategies and client relationship development
A collaborative team with high professional standards and strong integrity
Company
MOHR Talent
MOHR Talent is your partner in people, progress, and possibility.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase