Financial Planner

Responsibilities

• Meet with clients to learn about their unique situation; develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
• Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
• Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
• Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
• Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and internal CRM.
• Ensure compliance with internal policies and regulatory requirements.
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.

Qualifications

• Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred
• CFP® certification strongly preferred
• 3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role
• Experience with the needs to mass affluent and high-net worth families
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
• Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
• Proficiency in Microsoft Office Suite; experience with financial planning software (e.g., eMoney) is strongly preferred
• Ability to work independently and collaboratively in a team environment
• Preferred Skills:
• Familiarity with investment management concepts and financial products
• Knowledge of regulatory requirements and industry best practices…