Financial Planner

Anywhere Great Western Bank has a footprint
based on experience
Jan 25, 2021
Feb 24, 2021
Employment Type
Full Time
CFP® Certification

**This position can be filled wherever Great Western Bank has a footprint**

Works closely with Wealth Advisors and their clients analyzing financial information, recommending financial plans and monitoring outcomes. Assists clients in understanding and meeting short and long-term financial goals.

• Execute the vision of the company by providing financial planning, insurance planning, estate planning, and investment services to clients.

• Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan and make recommendations to clients.

• Work with Wealth Advisors and their clients to prepare and amend financial plans with the purpose of helping clients achieve their goals.

• Understand complex legal and financial documents and keep up to date with financial laws and legal restrictions.

• Develop and maintain ongoing relationships with Wealth Advisors, keeping them and their clients updated on financial laws and rules and alternative planning strategies.

• Originate and underwrite complex financial and estate plans. Qualifications/Experience • Bachelor’s degree in Banking/Finance/Management or equivalent experience.

• Advanced degree such as JD, CFP, CFA, CPA or MBA required.

• 2-4 years of industry experience.

• Working knowledge of investment strategies, estate planning concepts and other products/services to complete financial plans.

• Strong and effective sales, math and analytical skills.

• Excellent customer service skills.

• Proficient written, verbal and interpersonal skills.

Job Expectations

• Actively participate in community organizations and activities to project and sustain a favorable bank image in the community.

• Respond to and resolve client service requests according to Great Western policies in a prompt, efficient and courteous manner at all times.

• Perform other job-related duties or special projects as assigned.

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)