Senior Financial Planner

Location: Fort Mill/Charlotte, United States

Salary: $76,323–$127,205 per year

Company

hirify.global is a U.S. wealth management firm supporting financial advisors and financial institutions with investment solutions, fintech tools, and practice management services.

What you will do

• Support advisors and end clients with financial plan design, analysis, development, and presentation.
• Build advisor relationships and support client satisfaction, service utilization, and retention.
• Align with advisors on planning preferences, expectations, onboarding, and ongoing engagement.
• Collaborate with teammates and business units across Comprehensive Advice.
• Maintain knowledge of wealth planning offerings and current financial planning developments.
• Identify advisor needs and opportunities to refer services such as client experience, high-net-worth services, and tax planning.

Requirements

• Bachelor’s degree in Business, Finance, or equivalent experience.
• CFP® certification is strongly preferred; equivalent experience or progress toward CFP® is also considered.
• At least 5 years of financial services experience.
• At least 3 years of experience developing and presenting comprehensive financial plans.
• Experience with eMoney, MoneyGuide, or RightCapital.
• Knowledge of personal financial planning, including retirement, personal wealth management, risk management, and education planning; proficiency with Microsoft Office is required.

Culture & Benefits

• Collaborative, team-oriented environment focused on exceptional client experiences.
• 401(k) matching and health benefits.
• Employee stock options and paid time off.
• Volunteer time off and additional total rewards.

Hiring process

• Recruiting communication is conducted through an @lplfinancial.com email address.
• Interviews are not conducted online or in chatroom forums, and applicants are not asked for payment or bank and credit card information.