Financial Planning Expert

2 weeks ago


Phoenix, Arizona, United States TrustBank Full time
Wealth Planning Specialist

TrustBank seeks a skilled Financial Planning Expert to join our Wealth Management team. The ideal candidate will possess a Bachelor's degree in finance or a related field, and hold a CFP designation. At least 2 years of experience in the financial services industry, with a focus on trust, investments, sales, and financial planning, is required.

Responsibilities include providing goals-based wealth plan consulting services to high-income/net worth individuals and families, analyzing financial situations, and presenting customized plans. Collaboration with Lead Relationship Managers and other client service team members is essential for delivering exceptional client service. Additionally, contributing to thought leadership in wealth planning and engaging with professional advisors are key responsibilities.

Key attributes and qualifications for this role include excellent communication skills, strong analytical and problem-solving abilities, and the ability to work independently and within a team environment. Proficiency in Salesforce, eMoney, Microsoft 365, and Excel for data analysis and report preparation is also required.

If you are a motivated and results-driven individual with a passion for financial planning, we encourage you to apply.

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