Wealth Planner

Position Summary: 

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients’ goals and values. This colleague will support a team of Wealth Advisors in managing client relationships. Alongside the advisors, the wealth planner will develop individualized financial plans and recommendations to help clients meet their financial goals.  The planner may also assist with client meetings and present findings and recommendations.  

Primary Responsibilities: 

• Collaborate with Wealth Advisors to develop and complete comprehensive financial plans for our clients. This may involve:
  • Reaching out to the clients to gather data
  • Reviewing information and inputting details into financial planning software and CRM systems
  • Evaluating data and providing insights/thoughts/questions to Wealth Advisors
  • Create and develop scenarios/recommendations for Wealth Advisors to review
  • Supporting Wealth Advisors to implement recommendations
  • Keep track of reminders and follow-ups from client discussions
  • Track the team’s financial planning and business development metrics.
• Proactively interact with clients and assist in creating an outstanding client experience. 
• Receive client calls and resolve questions/issues as needed. 
• Analyze and input client data into financial planning software.
• Preparing review material for client meetings.
• Conduct independent research and build financial plans for prospective clients.
• Organize and maintain the CRM system (Salesforce), utilize financial planning software (eMoney).
• Ongoing maintenance and quality control of CRM. 
• Assist in implementing financial planning marketing content
• Other duties as assigned

Required Credentials: 

• Bachelor’s degree 
• 3-5 years financial planning, estate planning and/or tax planning/ preparation experience 
• Progress towards or completion of the CFP®
• Demonstrated experience using AI tools in a professional context

Skills & Competencies: 

• Ability to speak with clients independently 
• Ability to develop wealth planning and investment recommendations and present to clients when applicable 
• Working knowledge of e-Money, Salesforce a strong plus. 
• Exceptional problem-solving skills, and ability to organize and prioritize work in order to meet deadlines in a proactive manner with little supervision required. 
• Must accept and thrive in a fast-paced, changing environment. 
• Ability to build and maintain relationships with potential and current clients. 
• Tenacious about doing what is right for the client – always. 

Physical Requirements: 

• Prolonged periods sitting at a desk and working on a computer.  
• Must be able to lift up to 15 pounds at times.  

Compensation:

$85,000 - $100,000