Financial Planner

Employer
Edge Capital Group
Location
Dallas, Texas
Salary
salary and bonus +benefits
Closing date
Feb 3, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Please see the job description on our website: https://edgecappartners.com/careers/

ROLE OVERVIEW:

The Financial Planner role revolves around working to assist the Director of Financial Planning in firmwide adoption of financial planning as an integrated solution to our clients and prospective clients.   

Responsibilities include:

  • Serving as a general planning resource to the team for planning related questions. 
  • Serving as a Subject Matter Expert in eMoney (our financial planning engine) and other tools that we leverage to deliver financial planning solutions.
  • Assisting the Director of Financial Planning in maintaining and monitoring the annual service calendar. Continue to refine and revise for best practices.
  • Working with the planning team to keep the financial planning resource library updated with relevant planning topics.
  • Preparing planning solutions for clients.
  • Providing analysis of financial options, using data to make projections, and assisting the team with financial planning presentations.

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