YourStake

Financial Planning and Analysis

• Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more.
• Run detailed tax analyses including Roth conversion modeling and tax-efficient withdrawal strategies.
• Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies.
• Review client documents to identify planning opportunities.
• Serve as a trusted planning expert to independent advisors, preparing them for client meetings with deliverables and talking points.
• Help define and refine the workflows and quality standards for centralized planning.
• Evaluate and optimize the financial planning technology stack.

Senior Financial Planning Specialist, CFP Required

• Produce comprehensive financial plans on behalf of affiliated advisors across retirement, tax, estate, education funding, insurance, cash flow, Social Security analysis, and more
• Run detailed tax analyses including Roth conversion modeling, tax-efficient withdrawal strategies, income timing, and charitable giving scenarios
• Build estate planning scenarios and coordinate with advisors on trust, gifting, and wealth transfer strategies
• Review client documents (tax returns, account statements, estate documents) to identify planning opportunities
• Serve as a trusted planning expert to a diverse group of independent advisors, each with their own brand and client style
• Prepare advisors for client meetings with clear, presentation-ready deliverables and talking points
• Help define and refine the workflows, templates, and quality standards for our centralized planning function
• Mentor and train junior planners as we grow the team

Senior Financial Planning Specialist, CFP Required

Senior Financial Planning Analyst