Role Overview

The ideal candidate will have a well-developed understanding of the wealth management industry and have a passion for financial planning and client engagement. The Financial Planner will provide support to Wealth Advisors in all aspects of relationship management including financial plan creation & delivery, driving client loyalty, managing escalations, and client retention.

The Financial Planning Team sets the industry standard for unparalleled financial planning expertise, innovation, and excellent client experiences.

Responsibilities

• 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.

Education, Experience and Qualifications

• 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.

Compensation

The anticipated base salary range for this position is $85,000.00 - $120,000.00. Final base compensation will be carefully determined based on several factors including relevant knowledge, skillset, and experience. Additionally, this role may be eligible for other forms of compensation and benefits, such as discretionary bonus, health, dental, and vision plans, and employer 401(k) contributions.