Financial Planner
- The Financial Planner is a specialist, offering services, such as plan creation, plan presentation, plan updates, and meeting coordination, to the firm's Wealth Advisors.
- Assist clients with tax planning, and analysis in areas including insurance, equity compensation, and Social Security.
- Assists in contributing to our culture of knowledge sharing and best practice creation.
- Partner with the Wealth Advisor during the client onboarding experience, including participation in client meetings.
- Identify opportunities for increasing wallet share with clients. Anticipate client needs, recognize challenges, and provide swift, efficient solutions.
- Retain and demonstrate our value through understanding our investment platform, having a deep understanding and utilization of our financial planning tools, and utilizing the wealth services (estate planning review and tax preparation) offered by the firm.
- Bachelor’s Degree, Series 65 license, and the CFP designation (or actively pursuing).
- 4+ years’ experience working directly with clients.
- Excellent customer service, communication, emotional intelligence, writing and interpersonal skills.
- Excellent in-person and video call (e.g., Zoom) presentation skills.
- Strong computer skills and proficiency in eMoney preferred or other financial planning software, Holistiplan, Excel, PowerPoint, Word, Salesforce
- Notable attention to detail, decision making skills, analytical prowess, and self-initiated follow through.
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