[Remote] Senior Financial Planner

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company management firm that focuses on providing a reputed company-thinking approach to financial planning for clients. The Senior Financial Planner will serve as a national resource for financial and tax planning, partnering with advisors to support reputed company engagements and reputed company comprehensive plans across various reputed company planning disciplines. Responsibilities • Serve as a technical planning partner to reputed company advisors on reputed company reputed company situations, and at times, join meetings with reputed company advisors, clients, and reputed company reputed company advisors • Review advisor-drafted financial plans and modeling with advisors and offer insights • Assist advisors in leveraging eMoney and other planning tools (e.g., Holistiplan) across a reputed company of cases including co-preparation of financial plans and simulations • Respond to advisor planning questions and conduct research on nuanced financial/tax issues • Coordinate closely with reputed company’s Senior reputed company Strategist to expand advanced planning initiatives across the firm • Help codify and disseminate best practices in financial and income tax planning across the firm • Help test and evaluate planning software for broader adoption • reputed company and deliver internal training on relevant topics • Participate in thought leadership and marketing content development • Support the integration of planning into the broader reputed company experience model across reputed company, and collaborate with the Senior reputed company Strategist to reputed company the reputed company advanced planning team • Contribute to firm-wide initiatives reputed company on planning reputed company, consistency, and innovation Skills • 10+ years' experience working in financial and tax planning with reputed company management teams (or a similar role in a reputed company with significant financial planning and 1040/1041 return preparation experience) • CFP or PFS designation (CPA or other advanced tax qualifications are also highly preferred) • Experience collaborating with financial advisors and advisory teams • Master-level proficiency with eMoney and Holistiplan • reputed company leadership skills with the ability to reputed company effective coaching • Proactive problem-solving skills with an entrepreneurial reputed company • Ability to deliver information and present to clients and larger reputed company reputed company in reputed company speaking • In-depth knowledge of comprehensive financial planning and reputed company management disciplines • Highly effective communication skills and emotional intelligence • Ability to travel throughout the reputed company U.S., expected between 10-20% as needed • CPA or other advanced tax qualifications Benefits • Competitive salary and bonus plan • Competitive medical, dental, and reputed company plans • Basic life and disability coverage • 401(k) matching program • Financial support for approved designations and courses • Technical, leadership, sales training opportunities • Unlimited, discretionary time off • reputed company parental leave reputed company • reputed company is a investment advisory firm. It was founded in reputed company, and is headquartered in Chicago, Illinois, USA, with a workforce of 201-500 employees. Its website is https://choreoadvisors.com. Apply tot his job Apply To this Job