Job Title: Financial Planner
About Us:
Savoire Financial is a boutique financial planning and asset management firm committed to service, leadership, inclusion, innovation, and care. We proudly support high-net-worth women, LGBTQIA+ clients, and progressive business owners with intelligent, compassionate financial guidance. Our firm culture centers on autonomy, radical candor, community engagement, and honoring diversity in every form.
Position Overview
The Financial Planner joins an established advisory practice, working closely with the firm's advisor to deliver high-touch, high-quality planning to existing clients. This role owns the planning work behind the scenes and takes an active seat at the table in client meetings — building comprehensive financial plans, presenting recommendations, and helping clients navigate complex financial decisions with care and attentiveness.
Full Name
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First Name
Middle Name
Last Name
What should we call you?
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Pronouns
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Current Location (City, State)
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Phone Number
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Format: (000) 000-0000.
E-mail
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example@example.com
Licensing & Compliance
Current licenses/certifications held
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Have you ever been subject to any regulatory action, customer complaint, or disciplinary matter disclosed on a Form U4/U5 or with FINRA/the SEC? If so, please describe.
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About You & Your Approach
What drew you to the financial planning profession, and what keeps you engaged in the work today?
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How would you describe your approach to financial planning? What do you believe makes a great financial planner?
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What aspects of financial planning do you enjoy most?
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Retirement planning
Tax planning
Investment analysis
Estate planning
Cash flow planning
Social Security strategies
Client education
Client meetings
Plan implementation
Other
This role may include both client-facing work and behind-the-scenes planning. Which parts of the work energize you most, and why?
Working Style & Collaboration
Describe an experience where you worked closely with a team to solve a problem or improve a process. What was your role, and what was the outcome?
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Financial planning often involves deeply personal conversations about money, family, health, and life transitions. Tell us about a time you built trust with a client, colleague, or stakeholder. What did you do to earn that trust?
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Tell us about a time you made a mistake in a professional setting. How did you address it, communicate about it, and repair trust if necessary?
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Fit for Savoire Financial
Savoire Financial proudly serves women, LGBTQ+ individuals and couples, unmarried partners, and other nontraditional family structures. What does inclusive financial planning mean to you?
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Tell us about a client situation that stayed with you after the meeting ended. What made it memorable or challenging, and what did you learn from it?
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Why are you interested in joining Savoire Financial specifically?
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Growth & Support
What guidance, support, or leadership style helps you do your best work?
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What areas of financial planning are you most interested in developing over the next three to five years?
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Additional Information
Have you taken any personality assessments such as CliftonStrengths, DISC, Enneagram, Myers-Briggs, Kolbe, etc.? If so, please share any results you feel are relevant.
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Please use this space to share anything else you'd like us to know about you.
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Please share your resume or CV.
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