Senior Financial Planner

About the position

We are seeking a detailed oriented and analytical professional to join our dynamic team as a Senior Financial Planner. This individual will be responsible for analyzing complex financial data, and creating and presenting financial plans. Our ideal candidate is a client-focused professional with a proven track record of delivering excellent client service and who enjoys being part of a team. Aldrich Wealth is a dynamic, fast-growing, and established independent registered investment advisor (RIA) at the forefront of the industry. As an RIA that provides a broad array of financial services to high net worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions and manage approximately $6 billion in assets. Our holistic approach, paired with high-touch service, weaves together financial planning, wealth-building, wealth-preservation, and life goals. We guide our clients through today's financial complexities to protect and grow their financial assets for tomorrow.

Responsibilities

• Develop customized, comprehensive financial plans designed to help clients achieve their goals.
• Work directly with clients to gather information and present financial plans, including tailored recommendations.
• Review financial plans prepared by financial planner(s) and paraplanner(s), providing mentorship and guidance as needed.
• Build rapport with clients and potential clients with the goal of building a lasting relationship.
• Collaborate with advisors to provide holistic financial solutions for clients, including the facilitation of referrals to trusted insurance professionals, CPAs and estate planning attorneys.
• Manage and prioritize team workflows and identify opportunities to improve team efficiency.
• Advance the utilization of the financial planning software(s) and other technologies.

Requirements

• Minimum of 6 years of experience in financial planning
• Bachelor's degree from an accredited college or university
• Experience with financial planning software
• CFP or PFS designation required
• Strong understanding of cash flow scenarios, education funding strategies, equity compensation (ISOs, NQSOs, RSUs) and investment model portfolios
• Knowledge of insurance products (life, disability, long-term care), taxes and estate planning needs including trusts, wills, and powers of attorney
• Excellent analytical, strategic thinking and problem-solving skills.

Benefits

• Health Insurance Benefits: medical, dental, vision, life, and disability insurance as well as health savings, flexible spending, and dependent care
• Retirement Savings: 401(k) plan with 1.5% match and 5% discretionary profit sharing
• Time Off: 5 weeks of vacation and sick leave in the form of a Paid Time-Off bank, 10 Paid Holidays including two floating holidays, 16 Hours of Volunteer Time, Paid Sabbaticals, and Paid Parental Leave
• Eligibility to participate in a discretionary incentive compensation program, subject to the rules governing the program.