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Builds client relationships and leverages complete understanding of the client situation to be become a total solution provider. Ultimately responsible for identifying new opportunities and increasing the profitability of ongoing work. Leads a team of planners who are responsible for advising clients on financial plans utilizing knowledge of tax and investment strategies and securities. Recognized as having deep expertise in selling as well as technical knowledge.

Position Responsibilities

• Practice development activities: meeting and networking with potential clients to identify new opportunities and grow practice; manages a portfolio of decision makers in ways that create referrals and references
• Cross selling other services (including PMT, PMIA, Estate planning); orchestrating opportunities for others
• Interviewing client to determine client's assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives
• Analyzing client's financial status, designs and develops timely financial plan and procedures based on analysis of data, and discussing financial options with client
• Anticipates issues/problems and help to implement plan selected by client
• Reviewing and analyzing financial performance results and preparing report
• Performing recurring quality control procedures on account activity (assuring mutual fund trades and wires with appropriate custodians have taken place, distributions to the client, etc.)
• Convey regulatory, legal and technical issues to appropriate parties
• Maintaining contact with client to revise existing plan based on modified needs of client or changes in investment market; influences the conversation to achieve desired results
• Referring client to other establishments to obtain services outlined in financial plan
• Oversee the buying and selling of stocks and bonds for client
• Monitoring, analyzing, and implementing improvements in forecasting and reporting accuracy and effectiveness.
• Performing sophisticated tax planning and compliance for high net worth clients.
• Supervises, trains, and evaluates the performance of PMFA staff; plans, assigns, and evaluates work of staff; develops schedules and coordinates workflow; counsels staff and recommends or takes disciplinary action. Performs interviews and recommends for hire or promotions
• Lead project teams
• Handling of miscellaneous Family Wealth Advisor team assignments, including technology improvements, client billing/pricing, etc

Education

• Bachelor’s degree in Business, Accounting or Finance is required.
• Candidate should be a CFP or obtaining CFP status.

Experience

• 9+ years recent experience as a Financial Planner working with high net worth clients
• Must have direct supervision experience within a RIA, brokerage or money management firm
• Must be able to remain in a stationary sitting position for at least 75% of the time.
• Must be able to lift at least 15 lbs– specific job duties may require additional lifting to move, transport, position and install equipment
• Frequently positions self to bend and lift packages
• Occasional moving & lifting of equipment; bending, lifting, climbing required to position self to maintain computers during engagements
• Person in position needs to occasionally move about the inside of the office to access machinery, cabinets, etc.
• Person in position frequently communicates with individuals who have inquires. Must be able to exchange information in these situations.
• Ability to work in a high stress environment.
• Reliable transportation and valid driver’s license are required including a clean driving record
• Minimum levels of auto insurance coverage are required
• Ability to travel locally, work overtime and weekends is required
• Ability to travel overnight or internationally may be required

Qualifications

• High technical knowledge of legal restrictions and laws concerning retirement plans, tax shelters, insurance, and trusts
• Skilled at working with numbers and budgets and be able to understand complicated financial and legal documents
• Knowledge of automated trade, research, custodial relationship systems is highly desired
• Principles of supervision and project management
• Think analytically to respond to complex inquiries
• Understand and apply asset allocation strategies and procedures
• Ability to implement the portfolio with an efficient cost structure; able to define vision of success for client work at the outset to exceed the client needs and expectations
• Mentors staff and transfers knowledge and expertise
• Assist in the efforts to manage day to day activities of the engagement and effectively meet and exceed the client needs and expectations
• Enjoy complex and challenging project work and willing to work on a variety of strategic, financial, and operational projects
• Highly motivated and take ownership of personal and professional growth and development
• Ability to successfully prioritize and handle multiple tasks
• Ability to successfully interact with clients and other professionals to effectively deliver quality professional services to clients; identifies issues/concerns at beginning of engagements/resolves them timely
• Client service orientation combined with creative problem solving skills; strong written and oral communication skills; the ability to work effectively as part of a team, yet function well with independent responsibilities
• Ability to build client relationships by being articulate and persuasive

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.  At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities. So, what are you waiting for? Apply now.

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.   

Plante Moran is committed to a diverse workplace. We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work. Plante Moran is an Equal Opportunity Employer. 

Plante Moran maintains a drug-free workplace. 

Interested applicants must submit their resume for consideration using our applicant tracking system. Due to the high volume of interest in our positions, only candidates selected for interviews will be contacted. Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English. Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.    
 

The specific statements above are not intended to be all-inclusive.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 401(k) plan, flexible benefits plans, business-related travel expense, lodging, and meal reimbursement for business-related use. A pension plan is also available for eligible administrative and paraprofessional staff. A discretionary bonus plan is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $Internal Transfer$

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.