Financial Planning Counselor
Core
Support internal Relationship Managers and clients by developing complex financial plans, conducting detailed analyses, and hosting educational sessions to help clients determine their financial future.
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-departmental coordination, data analysis, client communication
Preferred skills
CFP certification
Technologies
Financial planning software, communication tools
Responsibilities
Complete financial plans and detailed analyses for existing clients, host educational sessions for internal and external clients, proactively suggest efficiency improvements, report feedback and trends to management
Seniority
Mid-level, hands-on IC