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Financial Planning Specialist
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Financial Planning Specialist
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Overview
Job Description
Responsibilities:
- Meet with clients to learn about their unique situation; develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
- Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents.
- Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation.
- Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings.
- Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and internal CRM.
- Ensure compliance with internal policies and regulatory requirements.
- Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support.
Qualifications:
- Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred
- CFP® certification strongly preferred
- 3+ years of relevant experience in financial planning, wealth management, or related financial services segment; preferably in a client-facing role
- Experience with the needs to mass affluent and high-net worth families
- Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly
- Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests.
- Proficiency in Microsoft Office Suite; experience with financial planning software (e.g., eMoney) is strongly preferred
- Ability to work independently and collaboratively in a team environment
- Preferred Skills:
- Familiarity with investment management concepts and financial products
- Knowledge of regulatory requirements and industry best practices
- Exceptional attention to detail and time management
- Strong client service orientation and professional demeanor
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
