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1 result for Finance in Chattanooga, TN
- Chattanooga, TN
- onsite
- Permanent / Full Time
- 100000 - 120000 USD / Yearly
- <p>This search is being conducted by Steve Spinello.</p><p><br></p><p><strong>Financial Planner (CPA / CFP)</strong></p><p><strong>Base Salary:</strong> $100,000 – $120,000 + Bonus</p><p><strong>Location:</strong> Chattanooga, TN (Onsite)</p><p>We are partnering with a respected, fee-only Registered Investment Advisor to identify a <strong>Financial Planner</strong> for their growing team. This is an excellent opportunity for a technically strong planning professional with a <strong>CPA or CFP</strong> and a deep background in <strong>tax-focused financial planning</strong>. 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.</p><p><br></p><p>Key Responsibilities</p><ul><li>Develop and deliver comprehensive and segmented financial plans for high-net-worth clients</li><li>Partner closely with lead and service advisors to support client planning needs</li><li>Perform in-depth analysis</li><li>Retirement planning</li><li>Cash flow and debt management</li><li>Net worth tracking</li><li>College planning</li><li>Asset allocation recommendations</li><li>Lead tax-focused planning strategies and provide insight through tax return review</li><li>Update and maintain client plans as financial situations evolve</li><li>Serve as the internal subject matter expert for planning best practices, processes, and tools</li><li>Utilize <strong>MoneyGuidePro</strong> and internal planning systems to produce consistent, high-quality planning deliverables</li></ul><p>Why This Opportunity Stands Out</p><ul><li>Join a well-established, fee-only RIA with a strong reputation and collaborative culture</li><li>Work in a highly specialized planning role with meaningful impact</li><li>Opportunity to focus on sophisticated financial planning work without needing to lead the client relationship</li><li>Competitive base salary plus bonus potential</li></ul><p>If you’re interested in learning more, please apply directly or message me for a confidential conversation.</p>
- 2026-10-01T00:00:00Z