Financial Planner

About the role

The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.

Responsibilities

• Analyze clients’ financial data gathering to provide Advisors with financial planning recommendations
• Attend client meetings as subject matter expert for specific planning topics
• Assist with the creation, delivery, and implementation of complex financial plans for clients
• Research specific financial planning topics
• Administer and maintain client information across various Financial Planning Software
• Develop, implement, and maintain policies and procedures for the department
• Communicate with Advisors on best practices on financial planning subjects
• Keep Advisor team up to date on current events related to financial planning
• Provide comprehensive financial planning strategies that include but are not limited to:
  • Estate Strategies
  • Tax Planning
  • Retirement Planning
  • Cashflow Analysis
  • Social Security Planning
  • Pension Analysis
  • Stock Options

Requirements

• Comprehensive knowledge of topics related to financial planning
• Experience in financial planning software (MoneyGuidePro & WealthStudios, eMoney, Holistiplan, Salesforce)
• Experience with Excel and Adobe
• Strong interpersonal aptitude and solid work ethic
• Exemplary written and verbal communication skills

Qualifications

• CFP Certification preferred
• Additional designations a benefit (CPA, EA, JD)
• Bachelor’s degree