What are the responsibilities and job description for the Financial Planning Consultant position at Simplicity Group?
Position Title: Financial Planning Consultant
Reports to: SVP
Department: Simplicity Wealth: Planning
Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time)
Classification: Full-time/Exempt
Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market.
Primary Responsibilities
Compensation (based on experience & licenses)
Reports to: SVP
Department: Simplicity Wealth: Planning
Location: 86 Summit Ave, Summit NJ 07901 (in-office full-time)
Classification: Full-time/Exempt
Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Financial Advisors using our proprietary technology platform. This is not a “Financial Analyst” position. This is focused on helping Financial Advisors get properly Invested in the Stock Market.
Primary Responsibilities
- Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video)
- Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting
- Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform
- Services planning-related requests with a focus on providing a high quality & responsive experience
- Extensive communication with internal and external clients using email and phone
- Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone
- Conducts educational Webinars to continue to educate and teach Advisors Planning best practices
- Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs
- Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated
- Bachelor’s degree (Required)
- Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life) (Required)
- Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc) (Required)
- Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored)
- Passionate about the client experience and the financial services industry
- Favors direct communication & possesses an ability to receive constructive feedback
- Able to uphold the firm’s purpose, vision, and values and has high ethical standards
- Strong organizational, prioritization, interpersonal & time management skills
- Strong mathematical and analytical skills
- Excellent communications skills; both verbal and written
- Collaborative and able to work effectively with others
- Flexible team player who is highly adaptable to change and open to new ideas
- Personable attitude and willingness to build relationships with Advisors
- Desire to learn a wide array of subject matter
- Self-starter with ability to work independently
- Problem-solving/troubleshooting ability
- Ability to prioritize and/ or seek assistance in determining task priority
- Willingness to take initiative and proactively follow up with clients without being asked
Compensation (based on experience & licenses)
- Base salary: $65,000 -$80,000
- This is an Exempt position
- Annual performance bonus target: 10%
- Employee benefits (medical, dental, vision, life insurance, other)
- 401k with employer match
- Paid Time Off
- Paid parking
- This role is an in-office position
Salary : $65,000 - $80,000
