Wealth Planner, Sr

Responsibilities

• Create and Deliver Plans to Clients
• Partner with Wealth Advisors in a consultative process with the client
• To assist with determining the most appropriate planning delivery
• Create and Implement Client Presentations
• Focus on Improving Client Satisfaction and Retention
• Possessing Prospect for New Clients

Qualifications

• Bachelor’s degree required
• Certified Financial Planner (CFP) ® , Juris Doctor (JD), Certified Public Accountant (CPA) or similar preferred
• 10+ years in financial, tax, and/or estate planning related work
• Significant experience working with financial planning software; eMoney and/or MoneyGuidePro preferred
• Strong verbal and written communication skills, including the ability to articulate complex planning topics in an easily understandable manner
• Strong interpersonal skills and attention to detail, as well as organizational and time management skills
• Ability to develop relationships with other professionals in the community

Benefits

• Competitive Compensation with Salary and Incentive Program
• Medical, Dental, and Vision Insurance
• 401(k)
• Continuing Education Opportunities
• Employee Assistance Program
• A variety of Impact Network Groups

Pay

Salary Range: $98,400 - $199,000 per year plus bonus.

Schedule

Not specified