Please see the job description on our website: https://edgecappartners.com/careers/
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.
- 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.