This search is being conducted by Steve Spinello.
Financial Planner (CPA / CFP) Base Salary: $100,000 – $120,000 + Bonus Location: Chattanooga, TN (Onsite) We are partnering with a respected, fee-only Registered Investment Advisor to identify a Financial Planner for their growing team. This is an excellent opportunity for a technically strong planning professional with a CPA or CFP and a deep background in tax-focused financial planning. This role is ideal for someone who enjoys building comprehensive financial plans, supporting advisors behind the scenes, and serving as an internal planning expert - without being responsible for owning the primary client relationship.
Key Responsibilities
- Develop and deliver comprehensive and segmented financial plans for high-net-worth clients
- Partner closely with lead and service advisors to support client planning needs
- Perform in-depth analysis
- Retirement planning
- Cash flow and debt management
- Net worth tracking
- College planning
- Asset allocation recommendations
- Lead tax-focused planning strategies and provide insight through tax return review
- Update and maintain client plans as financial situations evolve
- Serve as the internal subject matter expert for planning best practices, processes, and tools
- Utilize MoneyGuidePro and internal planning systems to produce consistent, high-quality planning deliverables
Why This Opportunity Stands Out
- Join a well-established, fee-only RIA with a strong reputation and collaborative culture
- Work in a highly specialized planning role with meaningful impact
- Opportunity to focus on sophisticated financial planning work without needing to lead the client relationship
- Competitive base salary plus bonus potential
If you’re interested in learning more, please apply directly or message me for a confidential conversation.
What We’re Looking For
- CPA and/or CFP designation preferred
- Strong technical financial planning background, ideally with significant tax expertise
- Experience supporting high-net-worth clients within an RIA, wealth management, or financial planning environment
- Ability to translate complex tax and financial planning concepts into practical recommendations
- Collaborative mindset and comfort working in a team-based advisor support model
- Experience with MoneyGuidePro strongly preferred