CFP - Wealth Planner

Who are we looking for?  A detail-oriented and experienced Financial Planner who:

• Is excited to help own and drive the financial planning process
• Can quickly develop an excellent rapport with clients
• Aspires to become a lead relationship manager
• Values outstanding oral and written communication skills
• Enjoys researching complex financial planning topics and incorporating the findings into actionable client solutions

Key areas of responsibility:

Financial planning

• Organize client information (trust documents, tax returns, insurance policies, etc.)
• Develop personal balance sheets
• Prepare sustainable spending analyses
• Identify issues and planning opportunities for Senior Planner review

Client relationship management

• Establish and cultivate strong relationships with clients by participating in client meetings with Senior Planners, assisting with follow-up emails and phone calls
• Attend company client functions
• Generate innovative ways to connect with clients

Managing workflow

• Independently manage and monitor planning team workflow to ensure client commitments are met
• Draft summary notes and emails following client meetings, clarifying objectives and outlining steps for implementation

Team Collaboration

• Actively participate in internal strategy discussions for clients
• Coordinate efforts with Operations and Investment teams to deliver an integrated client experience
• Help to extend team’s knowledge of software, processes and workflows

• Position perks:

  • Individual medical and dental insurance with generous company contributions
  • Employee long-term disability
  • 401(k) Profit Sharing Plan with generous employer contributions
  • Profit sharing bonuses
  • Paid certification and membership fees/dues
  • Attendance to one major conference annually
  • Collegial work environment

Required Qualifications:

• Bachelor’s Degree
• CFP^® preferred or demonstrated progress toward acquiring the CFP^®
• 3-5 years of experience of client-facing financial planning experience, preferably in an RIA
• Technical and analytical training and experience in financial planning
• Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Ability to work without close supervision managing and prioritizing deliverables
• Highly flexible and confidential with all matters
• Proficient in Microsoft Office Suite and financial planning software
• Experience with CRM software and performance reporting systems