Financial Planner

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 segmented financial plans for high-net-worth clients. Partner with lead and service advisors to support client planning needs. Perform in-depth analysis across retirement planning, cash flow, debt management, net worth tracking, college planning, and asset allocation recommendations. Lead tax-focused planning strategies and provide insights through tax return review. Update and maintain client financial plans as circumstances evolve. Serve as the internal expert on financial planning best practices, tools, and processes. Utilize and master MoneyGuidePro to deliver consistent, high-quality planning output. Why This Opportunity Stands Out Join a respected, fee-only RIA with an established client base and strong team culture. Focus on what you do best: financial planning strategy and analysis. Work in a collaborative environment where your technical expertise will have visible impact. If you're a detail-oriented financial planning professional who enjoys sophisticated planning work and wants to be part of a high-caliber advisory team, we'd love to connect. Apply today or message me directly to learn more. Ideal Background CPA and/or CFP designation preferred. BS in Accounting/Finance, or related field. Previous experience in Public Accounting-Tax and estate planning a huge plus. Strong technical financial planning experience, especially in tax-driven planning. Experience supporting high-net-worth clients in a collaborative advisory environment. Ability to translate complex planning concepts into practical recommendations. Familiarity with MoneyGuidePro or similar financial planning tools. Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use and Privacy Notice .