Financial Planning Specialist

2 weeks ago


Marquand, Missouri, United States Transcend Practice Management Full time
Job Summary

We are seeking a highly skilled and experienced Financial Planning Specialist to join our team at Transcend Practice Management. As a key member of our team, you will be responsible for providing exceptional financial planning services to our clients, including investment advice, tax planning, and estate planning.

Key Responsibilities
  • Manage existing client relationships and develop new business opportunities.
  • Interpret various planning documents, including account statements, tax returns, estate documents, life insurance policies, and annuity contracts.
  • Respond to client inquiries and requests in a timely and professional manner.
  • Conduct client reviews and provide personalized financial planning recommendations.
  • Meet with clients and work with support staff to prepare financial plans and illustrations.
  • Correspond with clients, their family members, and strategic alliances to ensure seamless communication.
  • Continuously maintain client relationships, understanding their unique circumstances, connections, and interests.
  • Take a proactive approach to client service and collaboration with colleagues to ensure exceptional results.
  • Stay current on trends and regulations within the financial planning arena to provide expert advice.
Requirements
  • Bachelor's degree in a related field.
  • Minimum 5 years of experience as a financial planner providing advice on investment, tax, risk, education, and estate planning topics.
  • Hold the CFP designation or CPA/PFS (Personal Financial Specialist).
  • Excellent oral and written communication skills.
  • Attention to detail and strong problem-solving skills.
  • Relationship management skills and a positive attitude.
  • Confidence and adaptability in a fast-paced environment.
  • Flexible and able to thrive in a dynamic team environment.
  • Drive to help clients and colleagues achieve exceptional results.
  • Professionalism and strong computer skills, including Word, Excel, and financial planning software.
  • Clean compliance record.
Nice to Have
  • Experience managing and mentoring a team.


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