Sovereign Financial Group, Inc · 4 hours ago
Senior Financial Planning Analyst
United States
Full-time
Remote
Senior Level
5+ years expSovereign Financial Group, Inc is one of the fastest-growing RIAs in the country, and they are hiring an experienced Senior Financial Planning / Tax Specialist to join their fully remote team. This role involves collaborating with leadership to create a scalable client experience framework, building comprehensive financial plans, and participating directly in client meetings.
AdviceFinancial ServicesWealth Management
Hiring Manager
Charles "Chuck" Failla, CFP®
Responsibilities
Collaborate closely with leadership to build a scalable, end-to-end client experience framework (including the integration of tax planning and prep)
Build and deliver comprehensive financial plans
Participate directly in client meetings
Advanced planning & modeling in eMoney & Holistiplan
Qualification
Required
CFP® (required)
Enrolled Agent (required)
Meaningful tax planning / prep experience (required)
5+ years' experience, including direct client interaction (required)
Deep hands-on experience with eMoney & Holistiplan (required)
Benefits
401(k) with company match
Health insurance
Rich benefits package
Company
Sovereign Financial Group, Inc
A word about Sovereign Financial Group, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
C
Charles "Chuck" Failla, CFP
Founder + CEO
Company data provided by crunchbase