What are the responsibilities and job description for the Investment Portfolio Financial Planner position at Simplicity Group?

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.

Essential Job Functions : Inbound and outbound Client Service, Financial Holdings Analysis, Investment Proposal Generation & Planning, QA, Internal Projects and Advisor Coaching & Training.

Primary Responsibilities :

Meets with affiliated Advisors to collect client information and build strong relationships
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.

Qualifications :

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.

Core Competencies :

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 & Benefits :

Compensation (based on experience)

Base salary : $65,000 -$80,000 based on experience and licenses.

This is an Exempt position.

Annual performance bonus target : 10%

Benefits

Employee benefits (medical, dental, vision, life insurance, other)

401k with employer match

Paid Time Off

Paid parking

Salary : $65,000 - $80,000

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Investment Portfolio Financial Planner

What are the responsibilities and job description for the Investment Portfolio Financial Planner position at Simplicity Group?

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