Financial Planner

Job Summary

The Financial Planner will directly support Senior Wealth Advisors in serving existing and potential clients. This team member will perform various tasks, including portfolio reviews and preparing financial projections using financial planning software. You must have the ability to use critical-thinking skills, work within a team, and anticipate firm needs and client questions. Qualified candidates are detail-oriented, structured and have a high degree of follow-through.

Essential Duties & Responsibilities

• Obtain client financial and /or suitability information
• Conduct substantive research or information gathering that will be used with making securities product recommendations or providing investment advice (e.g. conducting due diligence, etc.)
• Vocal and/or written communications with prospective or existing clients regarding financial matters
• Aid in the preparation and follow-up for client meetings
• Utilize the Client Relationship Manager (CRM) system to track ongoing tasks for clients
• Prepare or coordinate the preparation of routing correspondence, reports, and special projects of a routine nature
• Research inquiries regarding client accounts
• Input information into financial planning software
• Perform detailed document reviews; analyze client information and situation across the financial planning spectrum to develop plan
• Research information as necessary on a case-by-case basis
• Continuously monitor clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture
• Attend client meetings with Senior Wealth Advisors
• Additional duties as assigned

Qualifications

• Bachelor’s degree
• CERTIFIED FINANCIAL PLANNER™ designation preferred
• Three to seven years’ financial planning industry experience preferred
• Solid understanding of investment products, types of accounts and financial planning process
• Strong working knowledge of MS Office software; experience with financial planning software a plus
• Strong verbal and written communication skills
• Strong interpersonal skills and attention to detail, as well as organizational and time management skills
• Ability to perform multiple tasks efficiently and accurately
• Ability to take initiative and work independently
• Exceptional phone and client service skills, positive and upbeat attitude
• Interest in networking and developing relationships with other professionals in the community
• Ability to maintain integrity of sensitive/confidential information and systems
• Detail-oriented, accurate and organized
• Team player, collaborative, able to work with all levels of the firm

Salary and Benefits

• Salary and benefits are competitive with industry standards
• Salary will be based on experience
• Benefits offered include dental, vision, health, life and disability coverage, 401(k)
• Paid holidays and vacation

Krilogy Financial is an Equal Opportunity Employer