Financial Planner

Title
Financial Planner

Location
Louisville

Job Description

Saling Wealth Advisors exists to enhance the lives of families through superior and purposeful guidance that helps them achieve their desired life and legacy goals.  Our Core Values (Family, Team, Purposeful, Progressive) reflect Saling Wealth Advisors’ philosophy and serve as the foundation for the direction of the company.

The Financial Planner will work closely with the Financial Planning team to ensure a superior client experience during their ongoing comprehensive planning engagement.  This position will support all financial planning related activities, with direct support to the lead Relationship Managers and Wealth Strategists.  As a valuable team member of an independent firm, this individual will be expected to support the long-term strategic plan and vision of the firm by supporting our core values and mission statement.

This position requires a high degree of organizational skills and attention to detail, effective written and verbal communication skills with other team members and clients, and the ability to prioritize tasks and manage time. 

Duties & Responsibilities

The Financial Planner can expect to focus on the following:

• Direct involvement in client meeting preparation and onboarding process, including preparing presentation materials.
• Work collaboratively with planning team throughout planning process to ensure comprehensive planning is completed accurately and promptly.
• Ability and desire to work toward becoming lead planner for select clients. Ensure clients’ electronic folders are properly organized and maintained.
• Must be able to work collaboratively with the Financial Planning team and with other team members. Must be comfortable with changing schedules and priorities.
• Ability to handle urgent client requests and then quickly return to planned activities.
• Ability to work independently, meet deadlines, and proactively address opportunities and needs. Leading and contributing to ad-hoc planning projects.

Qualifications

The Financial Planner position typically requires the following qualifications:

• College graduate (4-year degree or equivalent). Prefer Accounting, Finance, Law, or Economics degree. 
• Licenses and credentials:  CFP®, or ability to earn. Series 65, or ability to earn.
• 1-5 years of experience in financial advisory services with demonstrated knowledge of financial planning topics and ability to work well with clients.
• Proficiency in Microsoft Office; experience with various financial planning, CRM, and portfolio management software.
• Excellent written and verbal communication.