Financial Planner

Responsibilities

• Conduct thorough financial assessments and gather relevant information from clients to understand their financial goals, risk tolerance, and investment preferences.
• Develop personalized financial plans and budgets based on clients’ needs, incorporating investment strategies, retirement planning, tax planning, estate planning and risk management to achieve their financial goals.
• Evaluate clients’ financial documents including their income, expenses, and liabilities to complete planning work with an advisor’s direction.
• This includes gathering, building and summarizing financial planning deliverables using financial planning software.
• Collaborate with clients to implement financial plans and monitor their progress over time, making necessary adjustments as needed.
• Stay up-to-date with market trends, financial regulations, and industry best practices to provide clients with the most relevant and accurate information.
• Build and maintain strong client relationships through regular communication and proactive support.
• Educate clients on financial planning concepts and strategies to enhance their financial literacy and empower them to make informed decisions.
• Collaborate with other team members, to deliver holistic financial planning solutions to clients.

Requirements

• Bachelor’s degree.
• 1-3 years of experience in a financial planning role.
• Proficiency in Microsoft Office Suite, with a special emphasis in Excel.
• Excellent verbal and written communication skills, with the ability to explain complex financial concepts in a clear and concise manner.
• High level of professionalism and integrity.
• Outstanding attention to detail, organizational skills, and problem-solving abilities.
• Ability to analyze large amounts of financial data and comply with regulations.
• Self-motivated and proactive attitude, with the ability to work independently as well as collaboratively in a team environment.
• Ability to empathize and a strong desire to serve external clients and internal team members.

Skills

• Proficiency in financial planning software such as Money Guide Pro, e-Money, or Right Capital.
• Certification in Certified Financial Planner (CFP) preferred; if not held currently, willingness to obtain CFP Certification.
• Experience with Salesforce.

Benefits

• Comprehensive Health, Dental, and Vision coverage.
• 401(k) retirement plan with match and profit sharing.
• Twelve paid holidays each year.
• An extra vacation day during your birthday week.
• Responsible Time Off Policy.
• Paid sabbatical program.
• Compensation commensurate with experience.