Senior Financial Planner & Client Strategist
About The Position
Senior Financial Planner & Client Strategist Firm: NewSpring Wealth Partners Location: Minnetonka, MN (hybrid; 3 days/week in-office preferred with flexibility for the right candidate) Role Overview - This role is designed to significantly expand the firm’s capacity by shifting day-to-day planning execution and project ownership away from the founder, allowing for greater focus on client relationships and business growth. The ideal candidate is both a strategic thinker and an executor—someone who can independently develop planning recommendations and confidently collaborate in a client-facing environment. About Our Clients - NewSpring is focused on serving highly successful women, often in their late 40s and 50s, generally earning 500K+ per year with $3-15M in net worth. They value thoughtful, planning-led advice and a professional, relationship-driven experience.
Requirements
- 5–10+ years of financial planning or advisory experience with direct planning responsibility.
- Experience working with affluent or high-net-worth clients and external professionals.
- Strong knowledge of retirement, tax-related strategies, estate planning concepts, insurance, and portfolio review.
- Excellent communicator in both meetings and written follow-up.
- Strong attention to detail and follow-through; able to manage multiple projects.
- Collaborative, low-ego, client-first, and interested in a long-term role in a growing firm.
- Strong critical thinking skills with the ability to translate complex data into actionable recommendations.
- High level of professionalism and polish in client interactions.
- Tech-savvy and adaptable, with the ability to quickly learn and leverage multiple financial planning and workflow tools.
Responsibilities
- Join client meetings as co-advisor for discovery, planning, and review conversations.
- Explain complex tax, estate, insurance, and investment topics in clear, practical terms.
- Build ongoing relationships so clients experience a cohesive advisory team.
- Confidently contribute to client conversations with thoughtful insights and recommendations, not solely support.
- Run complex projects in coordination with CPAs, attorneys, and insurance professionals.
- Prepare portfolio and planning review materials that tie investments to the plan.
- Coordinate with team on delivery of NewSpring Wealth Planning Calendar.
- Independently develop, update, and refine comprehensive financial plans, with final review and collaboration from the founder.
- Identify planning opportunities proactively (tax, estate, cash flow, etc.) and bring forward recommendations.
- Translate recommendations into clear implementation steps and ensure follow-through.
- Keep client data and documentation accurate and up to date in CRM and planning tools.
- Help improve and document key planning and review workflows.
- Leverage and adapt to multiple planning and technology platforms (e.g., Holistiplan, Wealth.com, CRM tools) to enhance efficiency and client outcomes.
- Take ownership of organizing and executing internal planning workflows with a focus on scalability.
- Participate in select prospect and COI meetings as part of the advisory team.
- Support relationship-building efforts with centers of influence (COIs), with opportunity to deepen involvement over time based on interest and experience.
- Contribute ideas and technical input to client education and firm content.
Benefits
- 50% Employer Paid Benefits - Medical, dental, vision insurance
- 3% 401(k) Safe Harbor Contribution
- Life & disability insurance
- Paid Time Off (PTO) plus all holidays observed by the NYSE
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
11-50 employees
