Financial Planner II
Skills
- CFP® designation or Series 65 plus completed CFP® coursework
- Minimum 3 years client-facing financial planning experience
- Proficiency with financial planning software (eMoney, Morningstar, SS Analyzer) and CRM/portfolio accounting systems
- Strong Microsoft Office skills (Word, Excel, PowerPoint, Outlook)
- Excellent verbal and written communication and presentation skills
- Strong analytical, organizational and attention-to-detail skills
- Ability to work independently, manage priorities and follow through
- Comfortable with confidential client information and up to 20% travel
Responsibilities
- Prepare comprehensive financial plans including retirement projections, Social Security analysis, education-funding, stock option analysis, estate and tax planning, asset protection and risk management.
- Collect, organize and process client data by working with advisors, sales and clients to produce planning deliverables.
- Use financial planning tools and software (eMoney, Morningstar, SS Analyzer, portfolio accounting, CRM) to model scenarios and produce analyses.
- Partner with advisor teams to deliver accurate, timely and seamless client experiences and co-present planning analysis with advisors.
- Leverage analytical and relationship skills to identify client needs and position appropriate solutions.
- Collaborate with investments, tax and estate specialists to develop integrated client strategies.
- Maintain up-to-date knowledge of planning topics including wealth transfer strategies, complex retirement needs, Social Security and tax planning.
- Contribute to process and procedure improvements to increase efficiency and enhance client experience.
Education
- Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)
- CFP® designation or Series 65 with completed CFP® coursework
Benefits
- Company-paid basic life & AD&D insurance
- Company-paid short-term and long-term disability
- Supplemental life, disability, accident, critical illness and hospital indemnity
- Multiple medical plan options including HDHPs with HSA company contributions
- Dental and vision insurance
- Dependent care savings account
- 14 company-paid holidays plus a full week off at Thanksgiving
- Generous paid time off program
- Employee assistance program and family medical leave
- Paid parental leave (6 weeks) and maternity benefits
- Adoption assistance reimbursement
- Company-paid concierge services
- 401(k) with per-pay-period match
- Pet insurance
Average salary estimate
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