Financial Planning Counselor
Hybrid
Core
Support internal Relationship Managers and clients with complex financial planning education, analysis, and session hosting.
Role type
Financial Planning Counselor
Builds
Financial plans and detailed analyses for existing clients
Domain
Financial services / Wealth management
Required skills
Financial planning expertise, complex problem solving, cross-department coordination, data analysis, client communication
Preferred skills
CFP certification
Technologies
None stated
Responsibilities
Complete financial plans and detailed analyses for existing clients, host sessions for internal and external clients, report on feedback and trends to management, proactively suggest efficiency improvements
Seniority
Mid-level, 3+ years experience