What are the responsibilities and job description for the Financial Planner position at Sage Rutty and Co Inc?
Our centralized financial planning department is seeking a skilled and motivated Financial Planner to join our team.
In this position, you will play a key role in providing comprehensive financial planning services to our clients, helping them achieve their financial goals, and secure their financial future. The ideal candidate will have a strong understanding of financial planning concepts, and excellent communication skills.
Key Responsibilities:
- Financial Plan Development: Create detailed, holistic financial plans tailored to clients' goals, including retirement, tax planning, and estate planning strategies.
- Client Meetings: Lead or co-lead client meetings with advisors to present and review financial plans, discuss priorities, and project alternatives.
- Ongoing Education and Research: Stay informed about changes in tax laws, financial planning strategies, and industry trends to continually provide the best possible service to clients.
- In-House Resource: Answer detailed financial planning questions and provide education to our professional staff and advisors.
- Team Collaboration: Work closely with colleagues, including the Director of Financial Planning and advisors, to deliver top-notch financial planning services and continually strive for improvement.
Qualifications:
- 5 years of experience in financial planning, wealth management, or related fields.
- Bachelor’s degree in financial planning, business, accounting preferred.
- CFP Certification, CPA, or EA strongly preferred. If CFP is not held currently, willingness to obtain CFP Certification.
- Strong understanding of retirement planning, tax strategies, estate planning, and financial planning principles.
- Excellent analytical, organizational, and communication skills.
- Proficient in financial planning software (e.g., eMoney, Holistiplan), Microsoft Office
- Ability to work independently and collaborate effectively within a team environment.
- High ethical standards.