Financial Planner - Central Advice Group
Core
Creates high quality, accurate, and compliant financial plans for wealth management clients and provides on-demand support to advisory teams via email and phone.
Role type
Financial Planner (Central Advice Group)
Builds
Goal-based financial plans modeled to address client concerns or show comparisons between alternatives
Domain
Wealth Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Financial Analysis, Financial Acumen, Variance Analysis, Data-Based Decision Making, Critical Thinking
Preferred skills
Strategic Thinking, Business Acumen, Story Telling, Influence
Technologies
Desktop planning tools
Responsibilities
Prepares financial plans for Wealth Management clients while maintaining quality and service level agreements; Assists teams to identify critical client needs and builds, reviews, and approves goal based financial plans; Provides planning points via email to address client concerns; Responds to questions from advisors regarding specific plans, general planning questions, or status updates; Assists teams in the use of desktop planning tools; Reviews plans built by advisors to contribute to quality standards
Seniority
Mid-level IC (Career Level 6IC)
