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
Required skills
Personal financial planning concepts, Retirement planning, Risk management, Education planning, Financial plan development, Financial plan presentation, Advisor relationship management, Paraplanning team standards, Business partner referral identification, Wealth Planning offerings knowledge
Preferred skills
CFP® certification, eMoney, MoneyGuide, RightCapital
Technologies
eMoney, MoneyGuide, RightCapital, Microsoft Office suite
Responsibilities
Cultivate relationships with advisors to drive utilization and retention of planning services, Communicate and align on expectations with advisors, Collaborate with teammates during plan development, Professionally present completed financial plans, Identify advisor needs and refer to business partners, Maintain knowledge of Wealth Planning offerings, Engage with advisors through onboarding and relationship management
Seniority
Senior, hands-on IC