Financial Planning Strategist
1 day ago
Key Responsibilities:
This role requires a deep understanding of our client-centric approach to financial planning and tax planning strategies. Key responsibilities include:
- Supporting advisors in processing financial data to develop accurate, comprehensive, and professional reports.
- Collaborating with advisors to create personalized financial planning recommendations, including cash flow management, risk assessment, estate planning, investments, and tax optimization.
Job Duties:
- Analyzing and creating comprehensive financial plans based on client financial data, including cash flow, risk management, estate planning, investments, and tax.
- Partnering with advisors to determine tailored financial planning recommendations.
- Reviewing tax, insurance, and estate planning documents.
- Updating financial plans for clients as needed.
Requirements:
- Bachelor's degree in business, finance, or a related field. Additional certifications and/or education are a plus.
- CFP designation required (or obtain CFP designation within 18 months of hire).
- 5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required.
- Comprehensive knowledge of retirement planning, cash flow management, risk management, estate planning, investments, and tax estimation and minimization.
- Proficiency in utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.).
Competencies:
- Ability to effectively and accurately complete detailed work with a sense of urgency.
- Able to prioritize time and complete projects in a timely manner.
- Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others.
- Ability to collaborate with others.
- Capable of adapting to changing priorities, situations, and/or demands.
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