Financial Planning Specialist II

About the role

The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.

Responsibilities

• Meeting with client and Wealth Advisor to gather information
• Input of data into financial planning software
• Analyzing the data
• Reviewing the resulting financial plan with the Wealth Advisor and the client
• Keeping current regarding tax law changes through research and participation in learning activities
• Obtaining and maintaining appropriate professional designations related to financial planning
• Executing the duties of a Financial Planning Specialist I
• Working closely with Wealth Advisors to promote financial planning

Qualifications

• Bachelor’s degree in a Finance‑related field
• 2–4 years’ experience in financial planning
• Knowledge of Microsoft Office and Smartsheet
• Knowledge of federal and state laws and regulations
• Familiarity with sophisticated software systems
• CFP® certification required, or prepared to sit for the exam within 6 months of hire

Skills

• Strong oral and written communication skills
• Excellent time and project management skills
• Ability to analyze and interpret numerical data
• Ability to prepare and present complex financial concepts
• Ability to analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied
• Maintain visual attention and mental concentration for extended periods of time
• Perform duties and make decisions under frequent time pressures

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, and vision coverage
• Company‑paid life insurance and long‑term disability
• Supplemental voluntary life insurance
• Short‑term and long‑term disability
• Wellness incentives
• Employee assistance program
• Pre‑tax health savings accounts and flexible spending accounts

Pay

Base Pay Range: $64,000 - $80,000 per year. The role may be eligible for bonus or incentives based on company and individual performance.