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Senior Financial Planner (SFP)
Summary of responsibilities The senior financial planner position is a support position that helps to create capacity and leverage the time of the lead advisors (LAs) on the team. The primary responsibility of the SFP is the ongoing management of existing client relationships and the retention of clients. Although the SFP is the most applicable title given to this role, other titles used in the profession include senior associate, associate, and senior paraplanner. SFPs are responsible for constructing financial plans by managing the financial planning software, inputting client data, building scenarios, creating a final deliverable for clients, and presenting these deliverables. SFPs also keep financial plans current and help to answer all financia
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