Financial Planning Support Specialist

Responsibilities

• Respond to incoming questions and requests from Financial Advisors, support staff, and business partners.
• Aid advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables.
• Aid advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.
• Contribute to the creation of training content based on experience with a variety of support requests.
• Collaborate closely with BIS to report/resolve issues, test new releases, and support other projects as needed.
• Cultivate a connected understanding of how technology impacting the financial planning experience affects the work of the department, and contribute to decision-making in a broader context of FinTech.
• Coordinate with other home office teams as needed to resolve advisor support requests.

Requirements

• Bachelor’s Degree, preferably in finance or a business-related field.
• Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.).
• 2 years of relevant financial service industry experience.
• Excellent verbal and written communication skills and organizational abilities.
• A drive to investigate and solve problems.