ABOUT THE JOB (JOB BRIEF): The primary role of the Financial Planner is to serve as the local financial planning expert and coordinator in their respective market while interfacing with the Financial Planning Center. The Financial Planner will take the lead in the data gathering process, planning construction and delivering team based recommended strategies to the clients. The Financial Planner is also responsible for providing local advocacy for financial planning services as well as implementation expertise. This position collaborates and performs as part of the relationship management team to execute the client strategy.
ESSENTIAL JOB FUNCTIONS: Lead or partner in High Net Worth client meetings, as determined by the relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs. Work as a team with the Financial Planners in each market as well as the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives. Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client's goals and objectives. Develop a specialty in addition to being a planning generalist. Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advise. Lead or partner with team member in overcoming the client's objections to recommendations to allow the Relationship Manager to implement and close the business. Work with the Financial Planning Center in developing marketing, education and training initiatives in order to achieve financial planning goals and objectives throughout the assigned territory. Provide training to the field on planning topics and techniques. Represent field point of view and make recommendations to management and support partners regarding the effectiveness of the financial planning tools, training, marketing strategy, collateral and communications. Network in the community and with the center of influences in particular to develop visibility, generate referrals and further business development objectives. Maintain current industry knowledge in financial planning trends, strategies and tactics making recommendations to management and support partners regarding service enhancements. Maintain broad knowledge of KeyCorp products and services and recommend when appropriate.
REQUIRED QUALIFICATIONS: CFP Designation. 5- 7 years financial planning experience. 5- 7 years of broad based banking/investment/sales experience. 3- 5 years of client management experience and proven client relations orientation. In- depth experience with financial planning and investment planning software applications with customized Excel modeling. Excellent written, verbal and presentations skills. Ability to transfer strategy to tactical plans and implement. Self motivated, goal and results driven. Strong influencing and team orientation skills. Listens Effectively. Expert Client Discovery Skills. Ability to use: Financial Planning Software (Sungard Wealth Planning Station), Adobe Acrobat (Full Version), internet and print media to research planning issues, Microsoft Office products and other computer applications, standard office equipment.