Wealth Planner, Sr
Old National Bank · St Louis Park, MN · 2 mo ago
Finance$98k–$199k/yrFull-time
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