Financial Planning Group

  • Prepare financial plans for prospective and existing clients.  This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
  • Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis.
  • Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting).
  • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client’s future.
  • Use exceptional analytical and relationship management skills to uncover clients’ needs and position the appropriate solution to meet those needs.
  • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client.
  • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning.
  • Co- present financial planning concepts and analysis with advisors. 
  • Assist with creating and implementing procedures to improve efficiency and enhance client experiences.

Required Knowledge, Skills and Abilities:

  • Bachelor’s degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology or Finance related)
  • Has met the educational requirements to sit for Certified Financial Planner (CFP®) exam or holds relevant and approved advanced certification, designation or degree, such as Financial Paraplanner Qualified Professional- FPQP® or Master’s degree in Financial Planning
  • 3 years client facing financial planning experience.
  • Excellent verbal, written, analytical and organizational skills
  • Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis).
  • Ability to work independently managing and prioritizing deliverables
  • Must be highly flexible and confidential with all matters