Financial Planner

6 days ago

Winter Park, Florida, United States Seacoast Bank Full time
Job Description Job Description

JOB SUMMARY:
The Financial Planner is a key member of the Seacoast Wealth Management team, supporting multiple Wealth Management teams throughout the state of Florida who also believe in the importance of financial planning. The Financial Planner delivers best-in-class planning to high-net-worth clients, and consistently gains the confidence and trust of others through honesty, integrity, and authenticity.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Support the Wealth Management team by leading the financial planning process for clients with $1 million to $10 million in investable assets.
  • Mentor Wealth Management teammates, and position as the "go-to" person for financial planning questions.
  • Attend Commercial and other internal line of business meetings to discuss planning strategies and legislative updates to increase referral activity to Wealth Management.
  • Lead special projects designed to improve the overall tactical and strategic planning group objectives.
  • Understanding personal knowledge gaps, and when to reach out for guidance on complex financial issues.
  • Ability to excel as a member of a larger Wealth Management team, with excellent communication and coordination skills.
  • Ability to take complicated issues and communicate in a way that clients can easily understand.
  • Remain knowledgeable and up to date on financial issues and regulatory changes.
  • Assume additional responsibilities as requested by management.
  • Ability to travel within the state of Florida, occasionally overnight.
  • Lead other tasks and projects as needed for Seacoast Wealth Management.
  • Adhere to Seacoast Bank's code of conduct.

EDUCATION and/or EXPERIENCE:

  • Bachelor's degree or other advanced degree required.
  • CFP, CPA, or Juris Doctorate with active registration with the Florida State Bar Association required.
  • FINRA Series 7, 66 and Florida Life, Health, and Annuity license prefeed.
  • 5+ years of experience in financial planning required.
  • Technical knowledge of issues relating to estate and tax planning, investment management, executive compensation structures, asset protection strategies, business transition planning, generational wealth transfer, stock options analysis, and insurance solutions.
  • Demonstrate strong communication (written and verbal) and interpersonal skills, must be a team player.
  • Demonstrate strong problem-solving, analytical, and organizational skills.
  • Experience with group facilitation, presentations, and public speaking.
  • PC Proficiency in Desktop, Laptop, Tablet, and Smartphone devices as well as Microsoft Office Suite software and MGPro Financial Planning software.

The Statements above are intended to describe the general nature and level of work being performed by people assigned to this position. They are not intended to be an exhaustive list of responsibilities, duties, and skills. Because these statements are general, the job description is used for a variety of purposes including job evaluations; performance reviews; recruitment; etc. All Associates are required to adhere to the highest legal and ethical standards applicable to our industry. It is the policy of Seacoast Bank that all Associates will be familiar and compliant with all regulatory, legal, ethical and Bank risk mitigation requirements pertaining to both our industry and their individual roles. This includes the on time, successful completion of annual required training post-hire and effective execution of role responsibilities.

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