Financial Planner

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 

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