Financial Planning Specialist

WHO WE ARE:

Four Corners Wealth Management is redefining the financial planning and wealth management space by providing an all-encompassing planning approach that focuses on achieving our clients' most important goals at every life stage. We are unique in that we provide a written, personalized financial plan for each client that addresses all four key financial strategies one must consider long-term:

PLANNING
(protect) *
INVESTMENTS
(grow) *
RETIREMENT
(distribute) *
ESTATE & LEGACY
(transfer)

We are proud to be affiliated with one of the strongest financial institutions in the world -- Northwestern Mutual -- but wanted to create a brand that spoke to the unique work we do for clients in what has recently become a very broad and crowded financial services industry. We are proud of the exclusivity of what we offer and how we deliver service to clients.

ABOUT THE ROLE:

Due to strong growth, we are seeking a highly organized and proactive Financial Planning Specialist to join our team. This role is designed for individuals who are looking to grow towards a lead advisor position, providing crucial support to our Private Wealth Advisors and ensuring exceptional client service. The Financial Planning Specialist will prepare for and participate in client meetings, manage follow-up actions, and assist clients with operational aspects of their wealth management.

Job Title:
Financial Planning Specialist

Key Responsibilities:

Meeting Preparation:

• Conduct comprehensive preparation for client meetings, including data gathering, modeling, case design, scenario building, and plan development.

• Prepare presentation materials and ensure all documentation is complete and reflects the client's financial situation and objectives.

Meeting Participation:

• Attend client meetings, taking detailed notes and supporting the lead advisor in discussions.

• Serve as a second chair in meetings, focusing on capturing key points and action items without providing direct advice.

Client Communication & Service:

• Act as a primary point of contact for clients, managing communication and ensuring their needs are met efficiently.

• Gather necessary data from clients, such as statements and required documentation, and escalate requests related to eSignatures and other formalities.

Action Item Execution:

• Send follow-up emails summarizing meeting discussions and outlining next steps for clients.

• Execute and oversee action items from meetings, coordinating with internal teams to ensure timely completion.

• Maintain responsibility for the urgency and execution of client-related tasks, even when coordinating with operations teams.

Client Relationship Management:

• Determine and manage appropriate client segmentation and meeting schedules, ensuring they align with client life stages and needs.

• Regularly review and update client segments in the CRM to inform marketing strategies and meeting rhythms.

Collaboration & Coordination:

• Work closely with risk and wealth teams to manage complex client situations, ensuring a seamless handoff and clear communication of case details.

• Maintain continuous improvement of client service processes, contributing to a collaborative and supportive team environment.

Qualifications:

• Bachelor's degree ideally in Finance, Business Administration, or a related field, but will

• Two years experience in a financial planning, insurance, investment management or private banking role.

• Strong organizational skills and attention to detail.

• Excellent communication and interpersonal skills.

• Ability to manage multiple priorities and meet deadlines in a dynamic environment.

• Experience in a financial planning software and Microsoft Office Suite.

Desired Qualities:

·       Exceptional attention to detail & organizational skills.

·       Ability to manage multiple tasks and prioritize effectively.

·       Ability to proactively anticipate the needs of the client and the practice.

·       Excellent verbal and written communication skills.

·       Independently resourceful and inquisitive.

·       Entrepreneurial mindset and a desire to proactively identify needs and solutions.

·       Collaborative team player.

·       Professional demeanor, friendly and positive attitude.

Why Join Us?

• Opportunity to grow into a lead advisor role, taking on more responsibility and developing client relationships.

• Work in a supportive and innovative environment that values collaboration and professional growth.

• Have a meaningful, direct impact on your clients' abilities to accomplish their financial goals.

If you are driven by a passion for helping clients achieve their financial goals and eager to advance in your financial advisory career, we encourage you to apply. Join our team to work alongside experienced professionals dedicated to deliver a world-class financial planning experience.

How to Apply:
 Interested candidates should submit their resume and a cover letter detailing their qualifications and experience.