Overview
An established and expanding wealth management firm is seeking a Financial Planner to join its Advanced Wealth Planning Team. This role offers the opportunity to work with a growing and experienced financial planning team and reports to the Director and Head of Advanced Wealth Planning.
Responsibilities
- Prepare and present financial planning cases during calls for clients and prospects with assets ranging from $5 million to $15 million
- Consult with clients to develop financial plans and wealth management strategies aligned with their financial and investment goals
- Participate in calls with senior planners and attend debrief sessions to provide and receive constructive feedback, including role-play scenarios
- Expand knowledge of financial planning tools and all related areas such as tax, estate, insurance, investments, and employee benefits
- Meet regularly with clients to review updates to their financial and personal situations
- Assist in developing content for webinars, weekly calls, and the Advanced Wealth Planning website
- Collaborate with the marketing team to publish articles
- Source business prospects and apply member acquisition techniques effectively
- Assist in gathering data in preparation for upcoming planning meetings
- Monitor and update client financial plans as needed
- Perform other duties as assigned
Requirements
- Bachelor’s Degree
- Certified Financial Planner (CFP) designation or actively pursuing CFP certification
- Experience using eMoney financial planning software
- Highly organized, technically proficient, and an enthusiastic, effective team player
- Ability to think strategically and creatively in a fast-paced environment
- Proven ability to self-start, take initiative, work collaboratively, and drive results
- Excellent written and verbal communication skills
- Proficiency in Microsoft Excel, Word, Outlook, and PowerPoint, with an emphasis on Excel
Equal Opportunity Statement
The employer is an equal opportunity organization. All applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. The organization also does not discriminate against qualified applicants with arrest or conviction records.