Financial Planning Counselor

Tampa, United States | Posted on 05/20/2021

As aFinancial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, workwith multiple departments in the firm, and have in-depth conversations with clients to help them determine the right path for their financial future. Youwill report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.

• Bean expert to help educate our internal Relationship Managers and clients on financial planning topics
• Complete financial plans and other detailed analyses for existing clients
• Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns
• Reporton feedback, trends and more to the Private Client Group Initiatives management

• 5+years’ experience within financial services
• Havein-depth knowledge of financial planning topics (CFP beneficial)
• Connect with a wide array of audiences by phone and email
• Eagerto work in a newly-created role in a newly-formed group to support client needsand global growth
• Manage complexity and coordinate across several departments under strict timelines

Wework for a bigger purpose: bettering the investment universe. From unmatched serviceto unique perspectives on investing, it's the people that make the purpose possible. And we invest in them by offering exceptional benefits like:

• 100% coverage of premiums for health, vision and dental insurance
• A 50% 401K match, up to the IRS maximum
• 20days of PTO*, plus 9 paid holidays
• 8weeks paid Primary Caregiver Parental Leave
• Back-up Child Care Program available, offering up to 10 days annually
• Acumulative learning and development framework customized for every employee