Financial Planner

Description

This search is being conducted by Steve Spinello.

Financial Planner (CPA / CFP)

Base Salary: $100,000 – $120,000 + Bonus

Location: Chattanooga, TN (Onsite)

We are partnering with a respected, fee-only Registered Investment Advisor to identify a Financial Planner for their growing team. This is an excellent opportunity for a technically strong planning professional with a CPA or CFP and a deep background in tax-focused financial planning. This role is ideal for someone who enjoys building comprehensive financial plans, supporting advisors behind the scenes, and serving as an internal planning expert—without being responsible for owning the primary client relationship.

Key Responsibilities

• Develop and deliver comprehensive and segmented financial plans for high-net-worth clients

• Partner closely with lead and service advisors to support client planning needs

• Perform in-depth analysis

• Retirement planning

• Cash flow and debt management

• Net worth tracking

• College planning

• Asset allocation recommendations

• Lead tax-focused planning strategies and provide insight through tax return review

• Update and maintain client plans as financial situations evolve

• Serve as the internal subject matter expert for planning best practices, processes, and tools

• Utilize MoneyGuidePro and internal planning systems to produce consistent, high-quality planning deliverables

Why This Opportunity Stands Out

• Join a well-established, fee-only RIA with a strong reputation and collaborative culture

• Work in a highly specialized planning role with meaningful impact

• Opportunity to focus on sophisticated financial planning work without needing to lead the client relationship

• Competitive base salary plus bonus potential

If you’re interested in learning more, please apply directly or message me for a confidential conversation.

Requirements

What We’re Looking For

• CPA and/or CFP designation preferred

• Strong technical financial planning background, ideally with significant tax expertise

• Experience supporting high-net-worth clients within an RIA, wealth management, or financial planning environment

• Ability to translate complex tax and financial planning concepts into practical recommendations

• Collaborative mindset and comfort working in a team-based advisor support model

• Experience with MoneyGuidePro strongly preferred

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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