What are the responsibilities and job description for the Financial Planner position at Destination Wealth Management?
Destination Wealth Management is a rapidly growing Wealth Management firm with an opening for a Senior Financial Planner. This is an opportunity for an intelligent, positive, and responsible person with high initiative, strong communication skills, and a desire to deliver exceptional financial planning services to clients.
The Senior Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.
Job Responsibilities:
• Analyzing clients’ financial data gathering to provide Advisors with financial planning recommendations
• Attending client meetings as subject matter expert for specific planning topics
• Assisting with the creation, delivery, and implementation of complex financial plans for clients
• Researching of specific financial planning topics
• Administer and maintain of various Financial Planning Software
• Develop, implement and maintain policies and procedures for the department
• Communicate with Advisors on best practices on financial planning subjects
• Keep Advisor team up to date on current events related to financial planning
Provide comprehensive financial planning strategies that include but not limited to the following:
• Estate Strategies
• Tax Planning
• Retirement Planning
• Cashflow Analysis
• Social Security Planning
• Pension Analysis
• Stock Options
Qualification and Skills
• Comprehensive knowledge of topics related to financial planning
• Experience in financial planning software (MoneyGuidePro & WealthStudios, Holistiplan, Salesforce)
• Experience with excel and Adobe
• Strong interpersonal aptitude and solid work ethic
• Exemplary written and verbal communication skills
Education and Experience Requirements
• CFP Certification required
• Additional designations a benefit (CPA, EA, JD)
• Bachelor’s degree
• 7 Years of experience in the financial industry
Position is currently hybrid remote
Qualified Candidates: Please send cover letter and resume to jobs@destinationwm.com
Salary : $120,000 - $170,000