Financial Planner at hellojagger

We are recruiting for a wealth management firm that helps with estate planning & succession. They are looking for a Financial Planner to join their team. This role offers the opportunity to work closely with individuals and businesses, providing personalized financial guidance for long-term success.

- Develop and present custom financial plans (investments, estate, tax, and insurance)

- Analyze cash flow, assets, and business structures to optimize financial strategies

- Conduct financial modeling for wealth transfer and succession planning

- Support senior leadership with client reports and scenario analysis

- Ensure compliance with financial regulations and industry best practices

- 2–4 years of experience in financial planning, analysis, or wealth management

- CFP (or working toward it); CFA or CPA is a plus

- Strong understanding of personal finance, tax, and estate planning

- Excellent analytical, communication, and presentation skills

- Proficiency in Excel, financial modeling, and planning software

If this sounds like you then please apply!