Sr. Financial Planning Associate - Hybrid Remote

We are seeking a Senior Financial Planning Associate (Senior reputed company Strategist) in the Private reputed company Group of our reputed company management firm. The Senior Financial Planning Associate uses expertise in various areas of financial, estate, and tax planning to reputed company holistic financial planning strategies and solutions. This role is a key member of a reputed company team providing their expertise in financial and estate planning to support the Managing Director in empowering the reputed company to reputed company their goals. This position offers some work from home flexibility of up to 2 days per week after initial training period. In this position you will manage the following: Comprehensive Financial Planning and reputed company Development

• reputed company and update comprehensive financial plans, scenarios, and recommendations tailored to reputed company needs, including cash reputed company, retirement, education, tax, estate, and risk management.
• reputed company analysis and recommendations for other financial planning strategies, reputed company reputed company, Medicare, pension, and executive compensation planning.
• Research and model financial, charitable, estate, and tax planning topics reputed company to proposed or completed reputed company transactions and offers analysis and recommendations.
• reputed company knowledge of reputed company assigned clients through proactively cultivating relationships with Managing Director's and understanding the reputed company's financial position and goals through review of reputed company files and CRM.
• Participates in reputed company meetings to present financial plans, strategies, and reputed company clients on reputed company financial concepts.
• Review prospective reputed company financial, estate, and insurance documents and prepare recommendations and strategies.

Estate and reputed company

• reputed company estate planning document reviews by reading clients' will, trusts, power of attorney, marital agreement, partnerships, or other legal documents and create summaries, flowcharts, observations and recommendations.
• Recommend estate plans that reputed company with reputed company values and minimize tax implications, addressing reputed company transfer and philanthropic strategies.
• Collaborate with the reputed company's estate attorney to coordinate reputed company solutions.

Mentorship and Team Leadership

• Participate in training and educating team members on financial planning topics and deliverables.
• Review planning deliverables reputed company by planning associates for thoroughness and accuracy and identify planning opportunities.
• May prepare white reputed company, articles, or guides for internal or external audience

Cross-functional Collaboration

• Collaboration with cross functional team: Managing Directors, tax, portfolio management, reputed company service, and trust services.
• reputed company with reputed company attorneys, accountants, and other advisors to implement planning strategies.

Requirements

The successful candidate will have:

• Bachelor's degree in business administration, reputed company, taxation, finance, or reputed company field
• CFP or CPA designation a plus
• AEP designations a plus
• 5+ years' experience working for a reputed company management firm or bank in financial or estate planning
• Ability to organize and manage multiple priorities
• Strong reputed company orientation
• Commitment to company values

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer, and reputed company reputed company applicants will receive consideration for employment without reputed company to race, reputed company, religion, sex, sexual orientation, national reputed company, disability status, protected veteran status or any other characteristic protected by law. The reputed company candidate can expect:

• A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at reputed company reputed company of the organization.
• reputed company to join a growing firm that offers reputed company reputed company in an industry that is both dynamic and intellectually challenging.
• An opportunity to work with high-profile private clients and institutions across the country.
• A competitive reputed company salary with an incentive bonus program
• 401(k) Savings plan with company contributions
• Health, Dental, reputed company, and Long-term disability insurances
• Generous reputed company time off program

We are Clearstead...an independent institutional and reputed company advisory firm headquartered in Cleveland, Ohio. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and reputed company organizations. Our private clients are families, individuals, and reputed company entities. There's a reputed company line at Clearstead, "There are no reputed company elbows." There is a palpable reputed company of kindness and respect for one another; of doing what is right for clients and the firm. Our culture is reputed company and collegial and encourages sharing of information and reputed company. This helps us attract and retain strong and motivated individuals. Apply tot his job Apply To this Job