What are the responsibilities and job description for the Planning & Productivity Strategist position at Benjamin F. Edwards?
Summary
The Planning & Productivity Strategist (PPS) will facilitate the sharing of best practice strategies among advisors, managers, and branch personnel. Much of the focus is on driving the usage of our planning technology to enhance advisor productivity and deepen client relationships. The PPS will have competency in Salesforce, Orion, MoneyGuideElite, Morningstar Advisor Workstation, and The Eddy (intranet) and thoroughly understand their application and integrations. The PPS should also be familiar with other planning tools, calculators, and reports located on the advisor workstation.
Support will be delivered primarily via face-to-face programs (Teams meetings, small and large group seminars, and branch visits). PPS may also conduct live webinars, keynotes, recorded training modules, and client-facing deliveries.
Essential Duties & Responsibilities
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.
The Planning & Productivity Strategist (PPS) will facilitate the sharing of best practice strategies among advisors, managers, and branch personnel. Much of the focus is on driving the usage of our planning technology to enhance advisor productivity and deepen client relationships. The PPS will have competency in Salesforce, Orion, MoneyGuideElite, Morningstar Advisor Workstation, and The Eddy (intranet) and thoroughly understand their application and integrations. The PPS should also be familiar with other planning tools, calculators, and reports located on the advisor workstation.
Support will be delivered primarily via face-to-face programs (Teams meetings, small and large group seminars, and branch visits). PPS may also conduct live webinars, keynotes, recorded training modules, and client-facing deliveries.
Essential Duties & Responsibilities
- Train and assist advisors in using the current applications and resources to help maximize their productivity and efficiency. PPS is not expected to be the lead “technical” expert in these tools, though should fully understand their capabilities and have an overall sense of how they are used.
- Work in conjunction with firm subject matter experts.
- Use Teams meetings, seminars, and branch visits to relay and observe advisor best practices.
- Strive to develop long-term relationships with advisors
- Provide ongoing nurturing of advisor development
- Develop and maintain a library of training programs, resources, and presentations
- Gather and disseminate feedback
- Requires a solid understanding of the overall technology, financial planning, products, and services of the firm and the ability to keep up with any changes to our product/service/technology mix and industry technology and planning trends
- FA coaching, analysis, and training
- Strong presentation and communication skills
- Strong motivational and organizational skills
- Ability to work successfully with others from across the firm to accomplish shared goals
- Willingness to travel (up to 20%)
- Minimum Required: Bachelor’s degree
- Minimum Required: 5-7 years of securities industry experience
- Securities Industry Essentials (SIE), Series 7 and Series 66 licenses required (or obtained within 6 months from hiring date)
This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets.
About Benjamin F. Edwards
If you are interested in joining a different kind of firm that truly puts the interests of its advisors and clients first, you have come to the right place. Founded in 2008 and serving more than 300 advisors with over $45 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.
We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.
We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.
We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.
Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status.
Benjamin F. Edwards is an Equal Opportunity Employer.
