About Us

We are a top, nationally recognized, boutique Wealth Management firm in downtown Milwaukee looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team. At Prescient Financial Solutions, we’re committed to helping clients build, preserve, and enjoy their financial legacies. We’re growing and seeking a seasoned Senior Financial Planner to lead our planning team, elevate our client deliverables, and drive the expansion of our client-facing services.

Role Overview

The Senior Financial Planner will oversee and mentor planning associates and analysts, ensuring the highest quality of financial planning outputs. This role is instrumental in innovating and enhancing the firm’s client-facing materials and service offerings, directly impacting client satisfaction and the firm’s growth.

Key Responsibilities

Duties include but are not limited to:

Quality Control: Review, refine, and approve financial planning analyses, reports, and recommendations
Client Experience Enhancement: Expand and build new client-facing items, tools, and services to meet evolving client needs
Strategic Planning: Collaborate with advisors and leadership to innovate planning processes and maintain best-in-class service standards
Client Interaction: Participate in high-level client meetings to present planning recommendations and support advisor relationships
Financial Planning and Analysis: Prepare comprehensive financial plans and conduct tax planning using custom analysis tools in Excel. Stay current on topics such as wealth transfer strategies, complex retirement needs, Social Security, and tax planning.

Qualifications

5+ years of financial planning experience
Bachelor’s degree required; CFP® designation required, Additional professional designations preferred.
Strong technical knowledge of financial planning topics, including retirement, tax, insurance, and estate planning
Prior tax experience preferred
Exceptional written and verbal communication abilities
Advanced proficiency with financial planning software (e.g., eMoney, MoneyGuidePro) and Microsoft Office Suite
Ability to balance big-picture strategy with attention to detail

Compensation Range

· $90,000 - $150,000, dependent on Experience

Why Join Us

You’ll have the opportunity to shape the client experience, mentor a talented team, and work directly with leadership in a collaborative, supportive culture that prioritizes professional growth and innovation.

Prescient Financial Solutions jobs

Senior Financial Planner