Financial Planner
Core
Develop personalized, goal-based financial plans for advisors to deliver to clients, acting as a Subject Matter Expert for financial planning topics and methodology.
Role type
Senior Financial Planner (non-client facing)
Builds
Personalized financial plans, retirement planning strategies, and investment advice frameworks
Domain
Asset Management / Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Retirement planning, investment planning, budgeting analysis, Social Security claiming strategies, financial plan updates, training and coaching, program enhancement suggestions, policy evaluation
Preferred skills
Investment and financial planning tools, financial education technologies, complex financial conversation navigation
Technologies
Financial planning software, investment analysis tools
Responsibilities
Develop comprehensive goal-based Financial Plans for advisors; Provide advice on retirement, investment, budgeting, saving, spending, and Social Security; Update financial plans annually or upon life events; Support Advisors with training and coaching; Help associates navigate complex financial planning topics; Contribute suggestions for program enhancements and policy improvements
Seniority
Senior, hands-on IC
