Job Description
Job DescriptionDescription:
The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.
- Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations
- Attending client meetings as subject matter expert for specific planning topics
- Assisting with the creation, delivery, and implementation of complex financial plans for clients
- Researching of specific financial planning topics
- Administer and maintain client information across various Financial Planning Software
- Develop, implement and maintain policies and procedures for the department
- Communicate with Advisors on best practices on financial planning subjects
- Keep Advisor team up to date on current events related to financial planning
Provide comprehensive financial planning strategies that include but are not limited to the following:
- Estate Strategies
- Tax Planning
- Retirement Planning
- Cashflow Analysis
- Social Security Planning
- Pension Analysis
- Stock Options
Requirements:
Qualification and Skills
- Comprehensive knowledge of topics related to financial planning
- Experience in financial planning software (MoneyGuidePro & WealthStudios, eMoney, Holistiplan, Salesforce)
- Experience with excel and Adobe
- Strong interpersonal aptitude and solid work ethic
- Exemplary written and verbal communication skills
Education and Experience Requirements
- CFP Certification required
- Additional designations a benefit (CPA, EA, JD)
- Bachelor’s degree