Financial Planner
Core
Provide comprehensive financial wellness and retirement planning for large to mega institutional clients, guiding participants through all phases of their financial life.
Role type
Senior Financial Planner (Retirement & Wealth Management)
Builds
Tailored financial plans, managed account recommendations, and retirement solutions for institutional clients.
Domain
Financial Services / Retirement Planning / Defined Contribution
Required skills
Retirement planning, investment allocation, rollovers, health savings accounts (HSAs), managed accounts, financial wellness, estate planning, tax planning, Salesforce proficiency
Preferred skills
MBA, long-term client relationship building, digital/paperless environment experience, financial planning software proficiency
Responsibilities
Develop and deliver comprehensive financial plans for retirement plan participants, conduct personalized needs-based consultations, provide education on retirement and investment solutions, review participant portfolios and provide recommendations, maintain long-term participant relationships, coordinate proactive follow-up with participants and service providers.
Seniority
Mid-Senior, hands-on IC