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Financial Planner Consultant

Employer
PlanScout, Inc.
Location
Working from home
Salary
$35/hour, 40 hours/week
Closing date
May 17, 2024

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Job Role
Financial Planner
Employment Type
Contract
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Preferred

About the Role

The Financial Planner Consultant will be responsible for creating financial plans in coordination with our paraplanning team, preparing client-ready presentation materials, reviewing completed financial plans with financial advisors, and providing phone- and email-based customer support. The ideal candidate will be service-minded and detail oriented.

This is a remote, contract position. A well-performing candidate who meets the expectations of the role may be considered for a full-time position after six months.

Responsibilities:

  • Financial Planning
    • Perform initial work review on submitted financial plan requests and work with the financial advisor to correct any “not in good order” items.
    • Develop and demonstrate proficiency with the SIPS planning software and PlanScout’s financial planning techniques.
    • Create financial plans using the SIPS planning system using PlanScout’s financial planning techniques.
    • Identify opportunities to add or refine financial planning techniques.
  • Presentation Preparation
    • Prepare client-ready presentation documents summarizing the financial plan and recommendations for clients according to PlanScout standard operating procedures.
    • Where appropriate, customize the presentation materials to effectively communicate complex concepts or incorporate advisor preferences.
  • Financial Plan Reviews
    • Deliver completed presentation materials to the advisor; schedule and facilitate meetings to review the completed plan.
    • Be able to describe financial planning techniques clearly and effectively to advisors, including when/why/how they may be used in their client plans.
    • Capture case revisions and update the financial plan and presentation materials accordingly.
  • Customer Support
    • Provide telephone- and email-based support for financial advisors using PlanScout’s financial planning services.
    • Provide telephone- and email-based support for financial advisors using the SIPS planning software to address questions, issues, and concerns.  

 

Qualifications

  • Bachelor’s degree in finance, accounting, economics, or a related field. CFP® certification or equivalent preferred.
  • EST location or willing to work EST business hours.
  • 1-3 years of experience in financial planning, wealth management, or related roles.
  • Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts in simple terms. Strong analytical skills and attention to detail. Ability to work independently and collaboratively within a team environment. Commitment to maintaining the highest ethical standards and client confidentiality. 

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