Job Description:

The Financial Planner is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual interacts with clients on a daily basis to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.JOB DUTIESParticipates and conducts client meetingsPrepares the Financial Planning recommendationsCollaborates with members from each business line to best serve the clientManages accuracy of internal Client Relationship Management (CRM) softwareImplements Financial Planning recommendationsMonitors the Financial Plan and communicates with clientsUpdates Financial Planning recommendationsGreyoverlapping tasks between department areasAll other duties as assignedREQUIRED EXPERIENCE QUALIFICATIONSCFP®Relevant Educational Background (Finance, Accounting or Business Administration)3+ years financial services industry experiencePass internal competency examsSeries 65 (or equivalent) attained within 120 daysTECHNICAL SKILLSMicrosoft Office proficiencyKeen attention to detail