We are seeking a client‑focused Senior Financial Planner to join our team and play a key role in supporting the delivery of comprehensive financial planning services. In this role, you will work closely with other advisors and partners to help clients navigate complex financial decisions, while developing the technical, analytical, and relationship management skills required for long‑term success in advisory.

As part of a collaborative professional services environment, you will contribute to the preparation and execution of personalized financial plans designed to help clients achieve their long‑term financial goals.

This role offers a unique opportunity to actively participate in both financial planning execution and client relationship development. You will take ownership of key components of the planning process—preparing analyses, supporting client meeting deliverables, and contributing to recommendations—while also building direct client relationships.