
The Financial Planning Counselor role supports internal Relationship Managers and clients by providing complex financial planning education and analysis within the Private Client Group. Key responsibilities include developing detailed financial plans, conducting in-depth client conversations to determine optimal financial paths, and hosting educational sessions for both internal and external audiences. The position also involves identifying efficiency improvements and reporting trends to management. This opportunity appeals to professionals seeking growth within an inclusive culture that invests in employee development through a customized learning framework. The role is primarily based in an office setting, with potential eligibility for a hybrid work arrangement based on tenure and performance. The team focuses on bettering the investment universe while offering a collaborative environment for those with extensive financial services experience.


















