Communicate effectively with clients and colleagues, analyze confidential client information, and provide financial planning
support to advisors through a variety of means including developing financial plans and providing education on complex
financial planning strategies
- Conduct data entry, plan design and analysis and provide a written summary of recommendations and next steps.
- Gather all information necessary to develop a financial plan that is customized to meet the client's unique needs.
- Assist advisors in preparing for client meetings including communication and follow-up of resulting action items.
- Present professional, polished, and complete financial plans to advisors and clients as needed. This includes spending plans, investment analysis, retirement projections, SS analysis, education funding analysis, tax planning, asset protection, and risk management needs analysis.
- Demonstrate a strong understanding of personal financial planning concepts and stay informed of current financial planning developments and industry trends.
- Cultivate relationships with advisors ensuring client satisfaction to drive continued utilization and retention of planning services.
- Identify advisor needs and additional opportunities including, but not limited to HNW services and tax planning.
- Build and maintain a favorable and professional work relationship with other staff members.
- Adhere to established employee manual policies and guidelines.
- Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
- Promptly report all E&O claims and potential E&O claims.
- Communicate with Supervisor/Manager any issues to ensure excellent customer service.
- Maintain confidentiality in all aspects of client, staff, and agency information.
- Maintain professional accreditation necessary to meet agency standards.
- Participate in continuing education programs when available.
- Perform other duties and projects as assigned.
- Bachelor's degree required (in Business, Finance, Economics, Psychology, or equivalent experience).
- CFP required.
- 3+ years of financial services experience in the development and presentation of comprehensive financial plans.
- Strong understanding of personal financial planning including, but not limited to retirement, personal wealth management, risk management, and education planning.
- Proficiency in Microsoft Office Suite.
- CRM experience (preferably Redtail).
- Experience with financial planning software (preferably E-Money and Holistiplan).
- Ability to work autonomously and collaboratively and can pivot between different areas of support to lend a helping hand.
- Reliable, proactive, and systemic approach to tasks.
- Ability to prioritize and multi-task.
- Excellent organizational skills.
- Exceptional verbal and written communication skills.
- Excellent interpersonal skills and the ability to build trust and rapport with clients.
- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.
- Valid driver's license and acceptable driving record.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
Annual salary $65,000.
The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location
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