What are the responsibilities and job description for the Senior Financial Planner position at Lotus Women's Institute?
Lotus Women’s Institute is pleased to be recruiting for a forward-thinking, high-touch wealth management firm serving high-net-worth families and business owners across the Minneapolis–Saint Paul area.
The firm is closely integrated with a respected CPA practice, creating a unique and powerful referral ecosystem. This is an excellent opportunity for an experienced, credentialed Financial Planner to join as the Founder's trusted planner. The Senior Financial Planner wears multiple hats and switches between many processes. They actively participate in financial planning and client service work required to build, maintain, and execute planning items for clients. They also participate in building better business practices in a small-company environment, and advance personal knowledge in financial planning through education and hands-on experience.
Responsibilities
- Collect, enter, and analyze client data in eMoney to support complex financial plans for HNW clients.
- Execute client service tasks, including preparing and processing paperwork with accuracy and attention to detail.
- Coordinate and schedule client meetings, ensuring all materials and planning items are prepared in advance.
- Prepare for and participate in client meetings, summarizing action items and driving next steps to completion.
- Communicate and collaborate with external professionals (CPAs, attorneys, insurance specialists, etc.) on behalf of clients to keep planning aligned, coordinated, and consistent with firm expectations.
- Pursue ongoing education in financial planning
Qualifications and Education
- Bachelor’s degree in finance or a related field preferred.
- 5 years of complex planning experience
- A CFP and/or other financial planning qualifications
- Series 65 licensure preferred.
Benefits:
· Hybrid flexibility available once established
· Competitive base salary with year-end “true-up” based on production
· Equity opportunity as part of the compensation package
· Access to high-quality referrals and internal marketing support
· Long-term career path with leadership potential
Job Type: Full-time
Pay: From $125,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Life insurance
- Vision insurance
Education:
- Bachelor's (Required)
Experience:
- Planning : 5 years (Required)
Work Location: Hybrid remote in Minneapolis, MN 55447
Salary : $125,000