Responsibilities:

• Assess and provide constructive feedback on eMoney plans prepared by Senior Planning Associates to ensure accuracy and alignment with client goals.
• Present and explain eMoney plans to Joint Work clients, addressing their questions and providing actionable insights.
• Draft and send post-meeting follow-up emails to clients and prospects, summarizing discussions, outlining next steps, and maintaining clear communication.
• Recommend and implement advanced financial planning strategies as outlined by the planning team's standard protocols, ensuring strategies are tailored to meet clients’ specific needs.
• Participate in prospect calls with the Director of Financial Planning to effectively communicate the value of our planning services and secure new client engagements.
• Collaborate with clients to gather necessary information and develop comprehensive financial plans that address their short-term and long-term financial goals.
• Provide ongoing support to clients by monitoring their financial plans, making adjustments as necessary, and addressing any issues or concerns that arise.
• Ensure all financial planning activities comply with industry regulations and company policies. Maintain accurate and detailed records of client interactions and financial plans.
• Stay current with industry trends, regulatory changes, and continuing education requirements to maintain certification and enhance professional expertise.

Skills and Experience:

• Certified Financial Planner (CFP) designation required or extensive background in tax or estate planning. 
• 3 years of experience in financial planning.
• Proficiency in financial planning software, including eMoney, and a strong understanding of advanced financial planning concepts and strategies.
• Excellent verbal and written communication skills, with the ability to present complex financial information clearly and effectively.
• Strong analytical and problem-solving skills, with attention to detail and the ability to make data-driven decisions.
• Demonstrated ability to build and maintain strong relationships with clients and team members.