Financial Planner

The Financial Planner interacts with clients daily 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 DUTI

• ESParticipates and conducts client meetin
• gsPrepares the Financial Planning recommendatio
• nsCollaborates with members from each business line to best serve the clie
• ntManages accuracy of internal Client Relationship Management (CRM) softwa
• reImplements Financial Planning recommendatio
• nsMonitors the Financial Plan and communicates with clien
• tsUpdates Financial Planning recommendatio
• nsGrey/overlapping tasks between department are
• asAll other duties as assign

**ed

REQUIRED EXPERIENCE / QUALIFICATI**

• ONSCFP® Certific
• antRelevant Educational Background (Finance, Accounting or Business Administrati
• on)3 years financial services industry experie
• ncePass internal exams - Profiles/Dashboa
• rdsSeries 65 (or equivalent) attained within 120 d

**ays

PREFERRED EXPERIENCE / QUALIFICA**

• TIONSPrevious financial planning exper

**ience

TECHNICAL**

• SKILLSMicrosoft Office prof
• iciencyKeen attention to

detail

Salary Range: $65,000 -

$100,000