Wealth Planner

Serving Clients

The Wealth Advisor will serve as the lead planner/project manager for an assigned client/prospect base. They will coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.

Deliverables and Meetings

• Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
• Enter client data into financial planning software.
• Analyze the data for planning opportunities and recommendations.
• Develop and/or review and approve deliverables for client meetings, including (but not limited to): Balance Sheet / Net Worth Statement, Cash Flow Analysis (including social security recommendations), Income Tax Analysis, and other relevant analyses.

Requirements

• Bachelor’s degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training required.
• Four years of related experience and/or training are required.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email, and Internet usage.
• A CFP certification is required.
• One or more of the following is preferred: CPA, CFA, or ChFC.