Wealth Planner

Responsibilities

• Leverages extensive financial data to identify possible solutions to meet client needs and goals
• Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
• Maintains and updates client information in a related planning tool on a consistent basis
• Engages with specialists and partners to address client needs and deliver solutions

Required Qualifications

• Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration; ADV-2B Required
• CFP® or CPWA® designation and/or maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Able to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Able to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way

Skills

• Business Development
• Client Investments Management
• Portfolio Analysis
• Portfolio Management
• Wealth Planning
• Causation Analysis
• Client Management
• Data Visualization
• Risk Modeling
• Trading and Investment Analysis
• Investment Management
• Referral Identification

Minimum Education Requirement

• High School Diploma / GED / Secondary School or equivalent

Shift

• 1st shift (United States of America)

Hours Per Week

• 40