Financial Planner

Financial Planner

Requirements

• Bachelor’s degree in finance, financial planning, economics, or related field (or equivalent work experience)
• 2–3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes
• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
• Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus
• Strong organizational skills with meticulous attention to detail and accuracy
• Excellent verbal and written communication skills; enjoys collaborative teamwork
• Ability to manage multiple projects in a fast-paced, dynamic environment
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous
• Must be in good compliance standing with all relevant regulations, rules, and internal policies

Responsibilities

• Partner with Advisors and Sales Team to understand client objectives and gather necessary financial information
• Review initial planning needs, clarify data requirements, and help organize all relevant client documents
• Maintain clear communication with the team regarding case progress and any outstanding data requirements
• Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client’s financial plan
• Consolidate, summarize, and verify all information to ensure alignment with the client’s goals
• Track case activities and maintain accurate records in Salesforce (or similar CRM)
• Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency
• Prepare initial proposals, plan summaries, and supporting documents based on the Advisor’s recommendations
• Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information
• Adhere to best practices and established timelines to maintain a high standard of service quality
• Organize and prepare meeting materials for Advisor-led client presentations
• Participate in client meetings when necessary to provide detailed insights or gather additional data
• Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps

Preferred Qualifications

• Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred
• Demonstrated interest in pursuing professional designations (e.g., CFP®) is a plus