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Financial Planner II or Sr.

Synovus Bank
Atlanta, Georgia
Closing date
Mar 3, 2023

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Job Role
Financial Planner
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Description

Job Summary:

  • Develops moderately complex comprehensive and modular financial plans for high net-worth clients and their families. Recommends financial strategies, products and services which support the requirements of the financial plan and the needs of the client. May conduct and/or coordinate the financial planning activities of one or more Private Wealth Management teams, driving engagement in the financial planning process and in the use of Synovus' collaborative planning platform.

Job Duties and Responsibilities:

  • Develops financial plans for clients, and recommends products and services which support the long-term planning needs and goals of the client.
  • Writes financial plans for clients. Gathers information, conducts research, prepares materials such as cash flow statements, tax projections, and various analyses: asset allocation, insurance planning, retirement planning, education funding, and estate planning.
  • Works in a team environment to manage the financial planning process from discovery through plan delivery, maintaining communication with clients and team members as needed to coordinate the process.
  • Manages meetings with clients and presents comprehensive financial plans to meet the clients needs.
  • May participate in and/or lead financial planning seminars; may provide coaching and counsel on financial planning strategies throughout the company.
  • Attains and maintains expert-level proficiency in Synovus Asset Navigator (SAN), a configured version of the eMoney Advisor platform.
  • Advocates for financial planning and SAN: educates team members on the financial planning process and assists in their training as they build proficiency in the financial planning and personal financial management platform.
  • Maintains a current knowledge base of trends, guidelines, rules, and standards of practice governing the use of financial products and services. Continues an on-going professional development plan designed to build experience, skills, and knowledge.
  • May provide leadership and direction to Junior Financial Planners and Financial Planning Analysts of the department, performing those responsibilities in accordance with the Company's policies and applicable laws.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.

Minimum Requirements

Minimum Education:

  • Bachelor's Degree in Finance, Business Administration, or related field. Graduate Degree is preferred.

Minimum Experience:

  • Five (5) years of job relevant experience including 2 years of experience as a Financial Planner, delivering moderately complex financial plans for high net-worth clients OR an equivalent combination of experience and education.


  • Certified Financial Planner (CFP) certification is required. FINRA Series 7, 63, 65 (or 66) licenses are preferred.

Required Knowledge, Skills, & Abilities:

  • Knowledge of the federal guidelines, rules, and standards governing the use of financial planning services.
  • Knowledge of investment, personal insurance and other financial products and their applications in the financial planning process.
  • Knowledge of federal income and estate tax systems as they apply to the personal financial planning process.
  • Strong verbal and written communication skills, and the ability to communicate effectively with customers.
  • Strong analytical skills, and the ability to be detail oriented.
  • Organizational skills, and the ability to maintain information in a logical and understandable manner.
  • Ability to be politically savvy and ability to position the products and services of the financial institution.

Additional Information

Preferred Knowledge, Skills, & Abilities:

  • Experience in business succession planning techniques and presentations is preferred.
  • Extensive knowledge of eMoney platform, or one or more commercially prevalent comprehensive financial planning applications, such as Naviplan MoneyGuidePro, etc.

The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Synovus is an Equal Opportunity Employer supporting diversity in the workplace.

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