aurelius
Financial Planner - CPA and CFP/PFS
Bedford, New Hampshire, United States · Director
Sponsorship not specifiedDetected 11 days ago
TaxResearchCommunicationProblem SolvingMentoring
About the role
- The Senior Director, Financial & Tax Planning (SDFTP) will hold both a CPA and a CFP®/PFS designation.
- In this role, you will establish standardized frameworks for complex wealth management strategies-integrating investments, retirement, tax, insurance, philanthropy, and estate planning.
- Contribute to the advanced development and implementation of comprehensive financial plans for high-net-worth clients.
Responsibilities
- Support firm Advisors through specialized financial planning research tailored to unique client profiles.
Requirements
- 10+ years of experience with a focus on tax and financial planning
- 7-10 years of managerial experience
- Bachelor's degree in a related field
Nice to have
- Familiarity with Wealthbox, Holistiplan, Microsoft Suite, InStream, Orion (preferred)
Benefits
- Develop and oversee retirement projections, risk management analyses, and estate plans alongside actionable recommendations.
- Evaluate insurance strategies, employee benefits, retirement planning, and charitable giving vehicles.
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