Senior Financial Planner
Core
Support financial advisors in designing and analyzing comprehensive financial plans for end clients.
Role type
Senior Financial Planner (Paraplanning)
Builds
Comprehensive financial plans and analysis reports
Domain
Wealth Management / Personal Financial Planning
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Personal financial planning concepts, Retirement planning, Wealth management, Risk management, Education planning, Financial plan development, Financial plan presentation, eMoney/MoneyGuide/RightCapital proficiency, Microsoft Office suite
Preferred skills
CFP® certification, 5+ years financial services experience, 3+ years comprehensive financial plan experience
Responsibilities
Cultivate relationships with advisors to drive service utilization and retention, Collaborate with teammates during plan development, Professionally present completed financial plans, Identify advisor needs and referral opportunities to business partners, Maintain knowledge of Wealth Planning offerings, Engage with advisors through onboarding and relationship management
Seniority
Senior, hands-on IC