Financial Planning Specialist

Overview

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life.

Our Newest Opportunity:

This role provides hands-on support to financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert on One Digital's financial planning process and platform, ensuring a smooth client experience.

• Gain in-depth knowledge of One Digital's financial planning software (Money Guide Pro ) and associated technology. Assist in exploring and implementing new workflows to enhance efficiency within the financial planning process.
• Assist with gathering client data, analyzing financial situations, and crafting financial plans aligned with client goals and risk tolerance.
• Translate complex financial information into clear, concise, and visually appealing presentations for client meetings.
• Partner with the team to identify opportunities for automation, standardization, and improved data management within the financial planning process.
• Work closely with financial advisors to understand their needs and provide ongoing support. Maintain open communication to ensure a seamless client experience.
• Actively research and learn about the latest trends and best practices in financial planning and associated technology.

• Proven ability to analyze complex financial data and translate it into clear and actionable insights.
• Strong analytical and problem-solving skills.
• Some experience with financial planning software and technology, Money Guide Pro  preferred.
• Detail-oriented with a focus on accuracy and efficiency.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills with the ability to engage clients on financial concepts.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Strong commitment to continuous learning and professional development. Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). Demonstrated discipline maintaining client information in a CRM, Salesforce preferred. Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. Regular and predictable attendance is required. Business travel up to 25%.

• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• Interest in and ability to earn CFP® certification required.
• 2+ years of experience in financial planning.

This job description should not be construed to imply that these requirements are the exclusive standards of the position. Incumbents will follow any other instructions and perform any related duties as required. Reasonable accommodation will be provided for qualified individuals with disabilities. The employer has the right to revise this job description at any time. The job description is not to be construed as a contract for employment.

Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company’s performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.

You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

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