Financial Planning Strategist
Core
Support Relationship Managers and Business Development Officers in analyzing, communicating, and implementing financial planning strategies for High Net Worth/Ultra High Net Worth clients.
Role type
Financial Planning Strategist
Builds
Polished financial plans and alternative planning scenarios for HNW/UHNW clients
Domain
Banking / Wealth Management
Required skills
Financial planning analysis, eMoney proficiency, Microsoft Office (Word, Excel, PowerPoint), Adobe, CFP/CTFA/CPA certification, client communication, scenario modeling, data interpretation
Preferred skills
None stated
Technologies
eMoney, Microsoft Word, Excel, PowerPoint, Outlook, Adobe
Responsibilities
Review financial statements and gather data, evaluate alternative scenarios, adapt computer-generated outputs to brand format, deliver financial plans to clients, discuss planning options, promote financial planning offerings
Seniority
Mid-level, individual contributor