Financial Planner

Overview

JOB DESCRIPTION: FINANCIAL PLANNER

DEPARTMENT: Financial Advisory Group

LOCATION: All Springs Valley Banking Center locations.

CLASSIFICATION: Exempt

REPORTS TO: Senior Executive Vice President/Sr Trust Officer/Trust Dept Manager

SUPERVISES: No supervisory responsibilities

JOB SUMMARY: Work directly with clients and businesses to navigate their financial goals.

• Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning.
• Manage, monitor and evaluate financial plans.
• Conducts regular analyses of changing conditions in the financial landscape including strategies and legal background.
• Collaborate with Advisors and Investment personnel to develop strategies in the best interests of the client.
• Gather, organize and maintain client personal and financial wealth plan profile data.
• Review planning deliverables with the client and maintain a comprehensive list of financial planning action items for follow up and resolution.
• Meet with participants to answer any personal questions about the plan or possible other financial matters.
• Development of new business relationships and management of an existing book of business.

• Bachelor's degree in finance or related field.
• Master's degree in business, finance or related area preferred.
• CFP designation or similar preferred.
• Four to eight years of experience in financial services.

• Knowledge of accounting principles, as well as analytical, verbal, mathematical and written communication skills.
• Comprehensive knowledge of investments, securities market structure and portfolio management.

EOE, including disability/vets