Financial Planner

Satori DigitalColumbia, MD

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Job Description

Alpha Hire is proud to partner with a client to recruit a knowledgeable and motivated Financial Planner. This is an excellent opportunity for a financial professional with a passion for client service, holistic planning, and strategic problem-solving. The ideal candidate is committed to delivering exceptional value to clients through thoughtful, customized financial planning across all stages of life.

In this role, you will support the development of comprehensive Pre-Retirement, Retirement, and Estate Plans. You’ll assist in all aspects of the financial planning process, from data gathering and analysis to documentation and plan presentation. Your work will be instrumental in helping clients understand their financial position and chart a secure, confident path forward.

Key Responsibilities:

Develop and prepare in-depth financial plans tailored to individual client needs, with a focus on pre-retirement, retirement, estate, and long-term wealth strategies
Collaborate with senior advisors and clients to gather necessary financial data and supporting documents
Conduct detailed reviews of client investment accounts, tax returns, and financial documents to identify gaps, risks, and opportunities
Participate in client meetings to present financial planning analyses and provide ongoing support in plan implementation
Assist in updating and revising plans based on client feedback, market changes, or new goals
Complete various financial planning projects as requested by clients, ensuring a high standard of accuracy and professionalism
Maintain clear and organized documentation of client plans and related correspondence in internal systems
Stay up to date with changes in financial regulations, tax law, and estate planning strategies to ensure client plans remain compliant and effective

Qualifications:

2–6 years of hands-on experience in financial planning, preferably within a fee-only advisory or wealth management firm
Certified Financial Planner (CFP®) certification required or currently enrolled in a CFP® program
Strong working knowledge of core financial planning principles including investments, insurance, tax strategies, retirement planning, and estate planning
Proficiency with financial planning software, spreadsheets (Excel), word processing (Word), and internet-based research tools
Exceptional attention to detail and a strong analytical mindset
Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly and effectively
Strong interpersonal skills and a collaborative approach to working with both clients and internal team members

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FAQs About Financial Planner Jobs at Satori Digital

What is the work location for this position at Satori Digital?

This job at Satori Digital is located in Columbia, MD, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Satori Digital?

Employer has not shared pay details for this role.

What employment applies to this position at Satori Digital?

The employer has not provided this information. This may be discussed during the hiring process.

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