Financial Planner

Job description

Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients, providing integrated guidance across financial planning, investment management, tax strategy, business planning, and long‑term wealth considerations. The Financial Planner supports clients in achieving personal and professional financial goals while contributing to a consistent, high‑quality wealth management experience aligned with CWA’s fiduciary and tax‑optimized advisory philosophy. Essential Functions: Develop and maintain comprehensive, goal‑based financial plans that align with each client’s personal, business, and long‑term wealth objectives. Serve as a trusted advisor to clients by delivering proactive financial, investment, and planning guidance across all phases of the client relationship. Review and oversee client investment portfolios, coordinating with investment leadership and partners on asset allocation, performance monitoring, and portfolio adjustments. Integrate financial planning recommendations wi...