We believe great financial planners are developed through mentorship, curiosity, experience, and meaningful client relationships over time. 

At Haas Financial Group, our Financial Planner role is designed for early-career professionals who want to grow within a collaborative, planning-focused environment while gaining direct exposure to the client experience. As our firm grows, we anticipate future opportunities for individuals who are passionate about financial planning and eager to learn both the technical and human side of the profession. 

This role may involve: 

  • participating in client meetings  
  • assisting with financial plan development  
  • preparing analyses and recommendations  
  • supporting ongoing client relationships  
  • learning how to communicate complex ideas with clarity and confidence  

We are less focused on finding someone with all the answers today, and more interested in individuals who are thoughtful, humble, curious, and genuinely motivated to help others. Whether you are pursuing your CFP® certification, changing careers, or beginning your journey in the profession, we welcome the opportunity to connect with people who resonate with our approach and values.  

Qualifications and Critical Skills  

  • Bachelor’s degree in Personal Financial Planning or Finance/Accounting  
  • Certified Financial PlannerTM OR desire to obtain upon hiring (we can help you do this!)  
  • Excel and eMoney software experience preferred   
  • Strong organizational skills and attention to detail  
  • Excellent written and verbal communication skills  
  • Commitment to personal growth with a willingness to learn and be coached  
  • Interpersonal skills, technical skills and the desire to be a part of a team  
  • Ability to prioritize tasks and handle fast-paced, sometimes stressful situations  
  • Identify as an empathetic, problem-solver  

Job Responsibilities:  

  • Help guide clients through the financial planning process from discovery and data gathering through strategy and advice delivery. Ask good questions, communicate next steps clearly, and help ensure a smooth, thoughtful client experience at every stage.   
  • Build and maintain accurate financial planning inputs, including fact finding, data organization, and analysis preparation. Over time, develop a deeper understanding of how inputs translate into meaningful recommendations and how to help clients implement advice  
  • Help develop the advice! This includes preparing planning analyses in eMoney, contributing to internal strategy discussions (we call this “Whiteboarding”), and helping document recommendations and deliverables for clients.  
  • Develop proficiency across our planning and technology tools (eMoney, Holistiplan, Nitrogen, Morningstar, Redtail, etc.), with the goal of understanding not just how they work, but how they support thoughtful decision-making for clients.  
  • Participate in client meetings, beginning with preparation, note-taking, and follow-up, and progressing toward contributing to conversations and building confidence in client communication.  
  • Collaborate with Operations when needed, gaining exposure to the full client experience and understanding how planning, service, and implementation work together.  

How we compensate our Financial Planners 

  • Starting salary determined by your credentials, which designations you hold, and the years of experience you have leading client relationships  
  • Haas Financial Group also provides bonuses through year-end profit sharing for all team members, healthcare, a company retirement plan, paid time off and the flexibility to work-from home part-time