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

• Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
• Keep current regarding tax law changes through research and participation in learning activities.
• Obtain and maintain appropriate professional designations related to financial planning.
• Execute the duties of a Financial Planning Specialist I
• Works closely with Wealth Advisors to promote financial planning.

Qualifications

• Bachelor’s degree in Finance related field.
• 2 – 4 years’ experience in financial planning.
• CFP ® required or prepared to sit for the exam within 6 months of hire.
• Knowledge of Microsoft Office and Smartsheet.

Skills

• Strong oral and written communication skills
• Federal and state laws and regulations
• Sophisticated software systems
• 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
• Ability to maintain visual attention and mental concentration for extended periods of time
• Ability to perform duties and make decisions under frequent time pressures

Pay

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

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical, dental, vision
• 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
• Flexible spending accounts