12/10/2025
Experienced Financial Planner (with Strong Tax Background)
Location: Bangor, ME
Position Type: Full-Time
About Us
We are a growing, client-focused Registered Investment Advisor dedicated to delivering deeply personalized financial guidance. Our firm prides itself on blending sound investment management with sophisticated tax-aware planning to help clients make smart, confident decisions.
About the Role
We’re seeking an experienced Financial Planner with a strong tax background to join our team and play a key role in delivering comprehensive, advice-driven financial planning. If you love digging into client situations, optimizing tax outcomes, and creating long-term planning strategies that genuinely move the needle—you’ll thrive here.
What You’ll Do
Build and deliver comprehensive financial plans, including retirement, tax, estate, insurance, and cash-flow strategies
Analyze client tax returns and incorporate tax-efficient strategies into planning recommendations
Collaborate with investment and operations teams to ensure cohesive client service
Present planning findings in a clear, engaging way to clients and prospects
Stay current on tax law changes, planning strategies, and industry trends
Maintain detailed planning notes and documentation in CRM/financial planning software
Support ongoing client service needs and participate in periodic client reviews
What We’re Looking For
5+ years of financial planning experience
Strong tax knowledge—CPA, EA, or extensive tax-planning experience preferred
CFP® designation required (or actively pursuing final steps)
Deep familiarity with planning software (e.g., eMoney, MoneyGuide, Holistiplan)
A passion for problem-solving, client education, and long-term relationship building
Exceptional communication skills and the ability to explain complex concepts simply
High integrity and a client-first mindset
What We Offer
Competitive salary + performance-based incentives
Comprehensive benefits (medical, retirement plan match, PTO, etc.)
Professional development support (CE credits, conferences, licensure)
A collaborative, low-ego team environment
The opportunity to take on meaningful planning responsibilities quickly
How to Apply
Please send your resume, a brief cover letter, and any relevant credentials to [email protected] with the subject line “Financial Planner Application"
