Wealth Planner

Responsibilities

• Interacts with advisors to gather data for the initial plan or plan review
• Duties include entering client information into financial planning software, producing analytical reports for use in comprehensive plans and modular analyses, identifying and recommending appropriate planning strategies, and supporting advisors in the creation of financial plans to deliver a great client experience.
• Serve as an ongoing resource to client facing advisors to answer technical planning questions.
• Develop a deeper expertise in a specific technical area or client segment as agreed upon with the manager/department leader.
• This specialization will drive firm wide philosophy related to the area of expertise and be responsible for enhancing our client deliverables and creating efficiencies around the analysis process.
• Assist with departmental projects and priorities such as training and supporting advisors on the effective use of interactive planning software, evaluating new planning technology solutions, or enhancing data gathering processes.

Requirements

• Bachelor’s degree - prefer a degree in Financial Planning or Finance
• CFP® certificate or advanced credential in related practice area (ex., JD, CPA)
• 3-5 years+ experience in financial planning
• Strong technical knowledge base covering all aspects of comprehensive financial planning including cash management, income tax planning, insurance, education planning, retirement planning, estate planning, and risk management, paired with an ability to collaborate with advisors and clients making technical conclusions applicable in real life
• Experience working with financial planning software
• Competency with Microsoft Office products

Qualifications

• 7-10 years' experience a plus
• Experience with eMoney software a plus
• Expert understanding of business succession, estate, philanthropic, insurance, education, and financial planning, including applicable legal, tax, and regulatory requirements.
• Competencies
• Excellent analytical and problem-solving skills
• Excellent written and oral communications skills
• Self-starter and ability to function with autonomy
• Keen attention to detail
• Ability to prioritize multiple concurrent tasks and adhere to established deadlines
• Adaptable and able to work collaboratively
• Client service orientation