The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services and advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies. This is a full-time position in our Charlotte, NC office with a hybrid work schedule. Responsibilities Prepare High Net Worth (HNW) financial plans for prospective and existing clients, including Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, asset protection, and risk management needs. Utilize knowledge to integrate efficient strategies into financial plans and educate advisors on strategies. Keep current on financial planning topics, including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, a...