Job Description

Senior Financial Planning Strategist

Are you seeking a growing private wealth management firm that’s committed to empowering clients with comprehensive financial strategies for confident financial journeys? Do you thrive in an ensemble-based culture that values teamwork, continuous growth, and client-centered service delivered with precision and empathy? If so, Gilbert & Cook could be the perfect fit for you —offering a collaborative environment where your expertise makes a lasting impact.

We are looking for an experienced Senior Financial Planning Strategist, holding a CFP designation, to join our dynamic team. In this role, you will collaborate closely with financial advisors, our in-house investment team, and external specialists, guiding clients through sophisticated financial challenges and supporting their unique wealth management needs. Your expertise in crafting personalized financial strategies, including tax optimization and estate planning, will be essential for client success.

Core Responsibilities

Comprehensive Financial Planning and Strategy Development

• Develop and update comprehensive financial plans tailored to client needs, encompassing estate planning, tax optimization, risk management, and retirement strategies.
• Utilize advanced scenario analysis and financial modeling to explore various strategic options for wealth preservation, growth, and distribution.

Tax Strategy and Planning

• Serve as a key resource for tax-related financial planning, offering strategies such as Roth conversions, charitable giving, and optimized retirement contributions.
• Address client-specific concerns like bracket maximization and required minimum distribution (RMD) planning.

Client-Centric Life Transition Support

• Work alongside a cross-functional team to support clients through major life transitions, including divorce, business sales, or significant wealth transfers, ensuring stability and alignment with their long-term goals.

Cross-Functional Collaboration

• Partner with estate attorneys, tax advisors, and insurance experts to deliver comprehensive, coordinated client solutions.
• Actively contribute to firm-wide strategies, supporting growth initiatives, branding efforts, and client acquisition campaigns.

Compliance and Risk Management

• Maintain compliance with regulatory requirements and internal standards, applying a proactive approach to risk management.
• Identify and mitigate potential risks within client financial plans, employing robust strategies and insurance solutions.

Advanced Knowledge and Tool Utilization

• Stay updated on evolving tax laws, market trends, and financial regulations to keep clients informed and plans optimized.
• Utilize specialized financial software for data analysis, outcome modeling, and stress-testing of financial strategies.

Mentorship and Team Leadership

• Provide mentorship and guidance to team members, fostering a collaborative learning environment that emphasizes growth and development.
• Lead team projects and initiatives, promoting effective teamwork and timely achievement of objectives.

Business Development and Industry Engagement

• Represent the firm at industry events, enhancing its reputation and fostering strategic partnerships that drive client acquisition.
• Serve as a thought leader, contributing to the firm’s brand visibility and community presence.

Customized Estate and Legacy Planning

• Design estate plans that align with client values and minimize tax implications, addressing wealth transfer and philanthropic interests.
• Integrate charitable giving strategies into client plans, ensuring tax efficiency and alignment with personal values.

Client Education and Clear Communication

• Educate clients on complex financial concepts, empowering them with the knowledge to make informed decisions.
• Provide clear and comprehensive reporting, tailored to client communication preferences.

Qualifications

Education: Bachelor’s degree in finance, economics, accounting, or a related field.

Experience: Minimum of 5 years in financial planning or wealth management, with demonstrated expertise in tax, estate, retirement, and business planning.

Certification: CFP required; ChFC, JD, CPA, or Enrolled Agent credentials are preferred.

Technical Skills: Proficiency in MS Office, especially Excel and PowerPoint.

Communication: Strong verbal and written skills, with the ability to simplify complex concepts for clients.

Client Focus: A client-centered professional passionate about delivering exceptional service, fostering trust, growth, and positivity within both client relationships and the team .

Collaboration & Adaptability: Strong team player with adaptability, humility, and a commitment to continuous learning, ensuring professionalism and effective collaboration in dynamic environments.

Professionalism: Detail-oriented, highly organized, and able to work independently while fostering a positive team atmosphere.

Benefits

• Competitive salary with quarterly performance incentives.
• Comprehensive benefits package (health, dental, retirement).
• Professional development and certification support.
• Collaborative, growth-oriented workplace with a commitment to work-life balance.

To learn more about what it's like to work with us, including our commitment to employee growth and well-being, view our Employee Value Proposition.

Our ideal Gilbert & Cook team member demonstrates the following core values:

In Service to Others - An aspiration to make a positive difference in the lives of the individuals and families that we serve.

Inspired an Abundance Mindset -Provides and inspires prosperity and an excess of what it is that our clients value.

Exemplifies Professionalism - Our clients know us by our actions – the way we show care in our service and sincerity in our approach to doing the right thing.

Listens Generously - Active listening is technical and superficial, but listening from an open heart is generous, by way of feeling another as you see through their eyes, not your own.

Provides Clarity through Collaboration - Working together towards the common goal, bringing clarity to complex situations.

Consistently on a Quest to Grow and Improve - A desire to use innovation and efficiency to make something better than it was before. Have an Abundance Mindset with regards to personal growth and professional development, resulting in more satisfying and meaningful work.

Humbly Confident- Conducting oneself with a modest and gentle approach to the self-assured nature of our experience.

About the Company

Gilbert & Cook Inc. is a private wealth management firm dedicated to empowering a unique group of people to Live a Life of Abundance®. We provide clarity and instill the confidence necessary to make important wealth decisions, while navigating through life’s milestones and transitions. If you are looking for a fast-paced, growing company that focuses on building strong relationships, and personal growth, with its clients at the core, this is the company for you.

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