Financial Planner

GENERAL JOB DESCRIPTION

The Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents. While some direct client interaction may be required, the main focus is on supporting advisors in delivering high-quality financial advice.

MAJOR DUTIES AND RESPONSIBILITIES

• Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans.
• Partner with Advisors (30%)
• Collaborate with advisors to understand client objectives and gather necessary financial information.
• Review initial planning needs, clarify data requirements, and help organize all relevant client documents.
• Maintain clear communication with the team regarding case progress and any outstanding data requirements.
• Collaborate with Integrated Services (20%)
• Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s financial plan.
• Consolidate, summarize, and verify all information to ensure alignment with the client’s goals.
• Track case activities and maintain accurate records in Salesforce (or similar CRM).
• Create and Support Financial Planning Deliverables (40%)
• Enter and update client data in financial planning software (such as eMoney) ensuring accuracy and consistency.
• Prepare initial proposals, plan summaries, and supporting documents based on the advisor’s recommendations.
• Collaborate with advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.
• Adhere to best practices and established timelines to maintain a high standard of service quality.
• Client Presentation Support (10%)
• Organize and prepare meeting materials for advisor-led client presentations.
• Participate in client meetings when necessary to provide detailed insights or gather additional data.
• Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.
  
  

Experience/Credentials

• Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience).
• 5 years of experience in the Financial Planning Industry
• Certified Financial Planner™ (CFP®) designation required
• Experience with eMoney or other financial planning software
  
  

COMPETENCIES

• High attention to detail and accuracy.
• Must be able to elevate issues and ask questions when appropriate, take ownership of work product and be aware of how our work affects the organization.
• Must be able to appropriately prioritize and organize multiple tasks in a complex and dynamic environment.
• Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required
• Ability to work independently as well as part of a team. A strong commitment to providing exceptional client service and continuing professional development.
• Excellent verbal and written communication skills; enjoys collaborative teamwork.
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.
• Must be in good compliance standing with all relevant regulations, rules, and internal policies.
  
  

FEATURED BENEFITS:

• Discretionary Bonus
• Medical Insurance
• Dental Insurance
• Vision Insurance
• 401(k)
• Health Savings Account
• Paid Maternity Leave
• Paid Parental Leave
• Tuition Reimbursement