Senior Financial Planner

• Support advisors in all aspects of financial plan design and analysis
• Cultivate advisor relationships to drive client satisfaction, continued utilization, and retention of planning services
• Follow Paraplanning team standards
• Communicate and align expectations with advisors based on their preferences and needs
• Collaborate with teammates during the plan development process
• Professionally present completed financial plans
• Maintain knowledge of personal financial planning concepts, current developments, and industry trends
• Identify advisor needs and refer opportunities to business partners including Client Experience, High Net Worth Services, and Tax Planning
• Maintain knowledge of Wealth Planning offerings
• Engage advisors through onboarding, integration, and the ongoing advisor relationship with Paraplanning Services
• Build positive working relationships across the team and Comprehensive Advice business units

• Bachelor's Degree in Business, Finance, or equivalent experience
• CFP® strongly preferred
• Equivalent experience or working towards CFP®
• 5+ years of financial services experience
• 3+ years of experience developing and presenting comprehensive financial plans
• Experience with eMoney, Money Guide, or Right Capital
• Understanding of personal financial planning, including retirement, personal wealth management, risk management, and education planning
• Ability to prioritize and handle multiple tasks simultaneously
• Interpersonal and collaboration skills
• Proficiency in Microsoft Office suite
• Effective communication, organizational skills, and attention to detail

Demonstrates expertise in financial plan design and analysis, with a strong focus on personal financial planning concepts and effective communication with advisors. Proven ability to build relationships and collaborate across teams to enhance client satisfaction and retention.

• CFP® Certification
• Financial Plan Development
• EMoney Proficiency
• Microsoft Office Proficiency
• Interpersonal Skills

• Financial Planning
• Risk Management
• Wealth Management
• Retirement Planning
• Education Planning
• Comprehensive Financial Plans
• Client Relationship Management
• Task Prioritization

• Effective Communication
• Organizational Skills
• Collaboration Skills
• Attention to Detail

• Bachelor's Degree in Business
• Bachelor's Degree in Finance
• CFP® Preferred

• Financial Services
• Paraplanning
• Client Experience
• High Net Worth Services
• Tax Planning

• EMoney
• Money Guide
• Right Capital