This search is being conducted by Steve Spinello.

Financial Planner (CPA / CFP)

Base Salary:

$100,000 - $120,000 +

BonusLocation:

Chattanooga, TN (Onsite)We are partnering with a respected, fee-only Registered Investment Advisor to identify a Financial Planner for their growing team. This is an excellent opportunity for a technically strong planning professional with a CPA or CFP and a deep background in tax-focused financial planning. 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.

Key ResponsibilitiesDevelop and deliver comprehensive and segmented financial plans for high-net-worth clientsPartner closely with lead and service advisors to support client planning needsPerform in-depth analysisRetirement planningCash flow and debt managementNet worth trackingCollege planningAsset allocation recommendationsLead tax-focused planning strategies and provide insight through tax return reviewUpdate and maintain client plans as financial situations evolveServe as the internal subject matter expert for planning best practices, processes, and toolsUtilize MoneyGuidePro and internal planning systems to produce consistent, high-quality planning deliverablesWhy This Opportunity Stands OutJoin a well-established, fee-only RIA with a strong reputation and collaborative cultureWork in a highly specialized planning role with meaningful impactOpportunity to focus on sophisticated financial planning work without needing to lead the client relationshipCompetitive base salary plus bonus potentialIf you're interested in learning more, please apply directly or message me for a confidential conversation.