What are the responsibilities and job description for the Financial Planner position at Seacoast Bank?
Description
JOB SUMMARY :
The Financial Planner is a key member of the Seacoast Wealth Management team, supporting multiple Wealth Management teams throughout the state of Florida who also believe in the importance of financial planning. The Financial Planner delivers best-in-class planning to high-net-worth clients, and consistently gains the confidence and trust of others through honesty, integrity, and authenticity.
ESSENTIAL DUTIES AND RESPONSIBILITIES :
- Support the Wealth Management team by leading the financial planning process for clients with $1 million to $10 million in investable assets.
- Mentor Wealth Management teammates, and position as the "go-to" person for financial planning questions.
- Attend Commercial and other internal line of business meetings to discuss planning strategies and legislative updates to increase referral activity to Wealth Management.
- Lead special projects designed to improve the overall tactical and strategic planning group objectives.
- Understanding personal knowledge gaps, and when to reach out for guidance on complex financial issues.
- Ability to excel as a member of a larger Wealth Management team, with excellent communication and coordination skills.
- Ability to take complicated issues and communicate in a way that clients can easily understand.
- Remain knowledgeable and up to date on financial issues and regulatory changes.
- Assume additional responsibilities as requested by management.
- Ability to travel within the state of Florida, occasionally overnight.
- Lead other tasks and projects as needed for Seacoast Wealth Management.
- Adhere to Seacoast Bank's code of conduct.
EDUCATION and / or EXPERIENCE :
The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.
Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
