Financial Planner

People are our business. Our clients’ families and futures are the focus of all our personalized wealth management solutions at Tri-Star. We believe everyone deserves to move their financial life forward, make well-informed decisions, and fulfill their financial vision.

We continue to see tremendous growth in our client base and a rapidly growing demand for our services. Our firm provides comprehensive investment and financial planning services to high-net-worth individuals and families. We are seeking an entry-level, detail-oriented Financial Planner to join our team.

Job Summary:

The Financial Planner serves as a trusted advisor responsible for delivering comprehensive, goal-based financial planning to individuals, families, and businesses. This role applies advanced analytical judgment, technical planning expertise, and client relationship management to develop tailored strategies that support long-term financial objectives and contribute to a differentiated client experience.

Job Summary:

·Evaluate complex financial information for individuals, families, and businesses to develop comprehensive plans aligned with each client’s goals, priorities, risk profile, and broader financial circumstances.

·Gather, synthesize, and interpret client data to support high-quality financial planning recommendations and a disciplined planning process.

·Apply the CFP® financial planning framework to design, maintain, and refine comprehensive, goal-based financial plans.

·Advise clients on cash flow projections and planning strategies, including the development, communication, implementation, and ongoing monitoring of recommendations.

·Assess investment strategies, asset allocation considerations, and related planning recommendations in alignment with clients’ objectives, risk tolerance, liquidity needs, and long-term priorities.

·Conduct financial analysis and research to identify planning opportunities, address risks, and support informed decision-making.

·Stay current on industry trends, planning strategies, technology, and regulatory changes to support compliant, accurate, and relevant client advice.

·Build and maintain trusted client relationships through proactive, clear, and professional communication.

·Engage with clients on a timely basis for scheduled reviews, plan updates, and planning-related follow-up needs.

·Educate clients and Tri-Star team members on financial planning topics, recommendations, and client-specific strategies.

·Prepare written financial plans and present recommendations in a clear, concise, and compelling manner.

·Collaborate with other departments to introduce the financial planning process to prospects and support integrated client service.

·Communicate plans and strategies effectively through in-person meetings, video conferencing, phone calls, and other approved communication channels.

·Develop and maintain proficiency with financial planning software, client relationship systems, and supporting technology platforms.

·Perform other related duties as assigned.

Required Skills/Abilities:

·The ability to understand and learn multiple platforms and how they integration with each other.

·Proficient in Microsoft Office Suite.

·Excellent verbal and written communication skills.

·Proven experience building and maintaining relationships.

·Ability to learn and work with trust accounting system.

Education and Experience:

·Bachelor’s degree

·CFP® Certification

·3 years’ experience in the finance industry

·2 years’ experience in a client-facing role

·Familiar with financial planning software (eMoney preferred)

Why Tri-Star?

• We invest in genuine relationships, both inside and outside our firm – you’ll quickly notice what makes our people special.
• We act in good faith and hold ourselves to a higher fiduciary standard.
• We adhere to a Higher Purpose that is a driving force in our culture: Building caring, genuine relationships that strengthen families and transform our communities.
• Tri-Star has proudly given back an average of 10% of our earnings annually as grants/donations to the communities we serve.
• We currently serve over 1,100 relationships and manage almost $4 billion in client assets while maintaining 99.5% client retention.
• Please visit our website at www.tristartrust.com to learn more.

Job Type: Full-time

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance