Job Description
Description
This search is being conducted by Steve Spinello.
Financial Planner (CPA / CFP)
Chattanooga, TN | Onsite/Hybrid
We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship.
About the Role
This position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients.
Key Responsibilities
+ Develop and deliver comprehensive and segment...
This search is being conducted by Steve Spinello.
Financial Planner (CPA / CFP)
Chattanooga, TN | Onsite/Hybrid
We are partnering with a well-established, fee-only Registered Investment Advisor firm to add a Financial Planner to their collaborative, team-based service model. This is an excellent opportunity for a technically strong planner with a tax-focused background who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship.
About the Role
This position will serve as the in-house subject matter expert for financial planning, supporting lead advisors by developing and delivering high-quality financial plans. You will play a key role in translating complex financial and tax strategies into clear, actionable recommendations for high-net-worth clients.
Key Responsibilities
+ Develop and deliver comprehensive and segment...