Senior Financial Planner

About Our Client: TRIANGLE WEALTH MANAGEMENTTriangle Wealth Management is a privately owned, independent Registered Investment Advisory firm serving 500+ families with more than $1 billion in assets under management. For over 25 years, we've built our reputation one relationship at a time as fiduciaries who take an oath to put every client's interests first, and who believe every financial plan should be as unique as the family it's built for.

The Opportunity: As Senior Financial Planner, you'll be the technical foundation behind Triangle's promise of comprehensive, personalized planning. You'll build customized lifestyle plans covering retirement cash flow, education funding, tax strategy, insurance, and estate and multigenerational wealth transfer. You will have the privilege to sit across the table and present these plans to the families who are trusting you with their future. You won't work in isolation. You'll collaborate with a team made up of a relationship manager, portfolio manager and client service associate, all working closely with the client to translate their goals into strategy, serve as the go-to subject matter expert on complex planning topics such as RMDs to Social Security to Medicare.