Financial Planning Advisor

Responsibilities

• Financial Plan Development: Build and maintain comprehensive financial plans for prospects and clients, tailored to each individual’s goals, risk tolerance, and tax exposure that reflect current firm standards.
• Input and maintain accurate client data within software systems, including Moneyguide and Salesforce.
• Facilitate all aspects of client meeting preparation, including Strategy Session prep and coordination with advisors.
• Prepare client-facing advisor meeting agendas that are organized, thorough, and aligned to each client’s financial plan.
• Complete all assigned tasks within appropriate software platforms in advance of scheduled meetings.
• Provide ongoing financial recommendations that address client needs, answer questions, and support the advising team in delivering a high-quality client experience.
• Review each client’s and prospect’s financial situation to identify appropriate products and strategies across Investment Advisory, Brokerage, Annuities, and Insurance.
• Identify and implement new or evolving planning opportunities based on industry trends, regulatory changes, and updated financial products.

Requirements

• Bachelor’s Degree
• Series 65 or CFP
• Health & Life Insurance License
• Strong critical thinking and analytical skills
• Excellent written and verbal communication skills
• Familiarity with technology systems and platforms, including MoneyGuide and Salesforce

Benefits

A snapshot of benefits at Great Waters includes:

• Medical, Dental, and Vision insurance
• A 401(k) retirement plan with an employer matching schedule
• Employer-provided Health Savings Account (HSA)
• Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
• Long-Term Disability insurance
• An annual wellness stipend to support physical and mental well-being
• Vacation Time, Sick Time, and 10 paid company holidays
• Eligibility for a discretionary annual bonus based on individual and company performance

Pay

The salary range for this role is $62,000-$80,000 annually. This position is eligible for a discretionary annual bonus based on individual and organizational performance. Great Waters offers a comprehensive benefits package, details of which are outlined above.