Financial Planner

2+ years’ experience in the Financial Planning field
Series 7 & 66, or 65 Licenses
CFP a plus
Four-year degree or equivalent work experience
Knowledge of insurance/financial services industry
Ability to maintain confidentiality of information
Proficiency with Microsoft Office and Outlook
Experience with financial planning software, the ability to learn and adapt to upgrades/changes that occur on a regular basis
Experience with Salesforce
Proficient data entry skills
Flexible schedule for meetings and client event
Ability to prioritize deliverables, track deliverable progress, and follow up on outstanding matters is required
Ability to manage time in an efficient, self-directed manner is required
Ability to be proactive and professionally assertive is required
Demonstrated written and oral communication skills with strong attention to grammar, spelling, and overall professionalism is required
Strong interpersonal and teamwork skills including demonstrating positiveness in conduct, verbal, and written interactions is required
Ability to adhere to rules and regulations as stated and required by Advisors and FINRA is required

Preparing and conducting client meetings
Gathering data from clients for preparation of financial plan
Running insurance illustrations, constructing financial plans
Communicating investment advice based on recommendations of team
Tracking next steps in the planning process for clients
Providing outstanding service to reproduce top clients
Entering and manipulate information into Contact Management System and Financial Planning software
Implementing client “touches” to create concierge experience resulting in consistent referrals
Performing follow up and process new business; manage existing client relationships
Managing and resolving client issues