What are the responsibilities and job description for the Financial/Wealth Planner position at The Trust Company of Tennessee?
Why We Exist
At The Trust Company of Tennessee, we believe everyone can live confidently and reach their financial goals. Would you like to be part of a team that works with individuals, families, businesses, and foundations to identify what success looks like and formulate a plan to get there? Come join our team of Wealth Management, Trust, Estate Administration, and Corporate Retirement Plan professionals who proudly help clients achieve their dreams.
Core Purpose
The Financial/Wealth Planner will play a vital role in helping clients achieve their financial goals. This position involves developing comprehensive financial planning strategies and utilizing financial planning software such as Money Guide Pro to deliver top-tier services. This position will support a team of Relationship Managers in all aspects of the business, including new client onboarding, relationship management, planning, and routine client service.
Inclusion Statement
The Trust Company strives to continuously develop our company-wide identity to ensure people feel comfortable, safe, and valued through open, proactive communication. Our goal in doing so is to allow individuals to be heard, accepted, and celebrated for their differences.
Responsibilities
- Shows a commitment to The Trust Company’s Mission, Core Values, and Client Promise.
- Works with a team of Relationship Manager to help develop, maintain, update, present, and execute both simple and complex financial plans to clients.
- Sets guidelines for creating financial plans while ensuring quality control standards and providing training on best practices when creating those plans.
- Advises Relationship Managers on financial planning software, brainstorming, development, and implementation of enhancements to client’s financial plans.
- Acts as the subject matter expert on the administration of financial planning software and troubleshooting for other users.
- Engages with clients to understand their current financial status and financial goals.
- Analyzes client’s financial statuses to develop a strategy consistent with meeting the client’s goals.
- Effectively communicates TTC’s Investment Philosophy and Processes with clients, COIs, and prospects.
- Regularly meets with clients to ensure financial plans are kept up to date and include any life changes.
- Responds promptly to client communications and requests.
- Provides superior client service by providing follow-up documentation and responses to clients.
- Works through family dynamics to obtain clarity on family goals and implements plans to transfer family wealth across generations.
- Leads strategic efforts for financial planning.
- Stays current on financial planning topics, current events, and answers questions for team members.
- Identifies opportunities during client conversations to generate business development opportunities.
- Maintains high standards of confidentiality of all records and information.
- Other duties as assigned.
Qualifications
- Bachelor’s degree in finance, accounting, or related field
- 5 to 10 years of experience in the financial planning
- CFP® Professional
- Deep analytical ability to analyze problems, test assumptions, propose solutions, and anticipate future problem areas before acting
- Strong written and verbal communication skills with the ability to explain complex financial concepts simply
- Organized and detail-oriented
- Ability to work independently and in a team environment
- Exquisite attention to detail and strong math skills
- Experience with MoneyGuidePro required
- Experience with Right Capital a plus
