Financial Planning Strategist

Responsibilities: This position will require a solid understanding of our client service process as well as financial planning and tax planning strategies. This position covers a wide range of responsibilities including, but not limited to:Supporting Advisors in processing financial data to develop accurate, attractive, and professional reports.Assisting Advisors with creating financial planning recommendations (e.g. cash flow, risk management, estate planning, investments, and tax).Job Duties:Analyze & create financial plans by looking at client financial data (e.g. cash flow, risk management, estate planning, investments, and tax).Partner with Advisors to determine appropriate financial planning recommendations.Review tax, insurance, estate planning documents.Update financial plans for clients, as needed.Qualifications: Bachelor's degree in business, finance, or similar field. Additional certifications and/or education a plus. CFP® designation required (or obtain CFP designation with 18 months of hire into position).5+ years of industry-related experience (preferred); however, 2 years of industry-related experience is required. Comprehensive knowledge of retirement planning, cash flow, risk management, estate planning, investments, and tax estimation and minimization.Competency utilizing software applications (eMoney, Morningstar, Excel, Salesforce CRM, Tamarac, etc.).Competencies: Ability to effectively and accurately complete detailed work with a sense of urgency.Able to prioritize time and complete projects in a timely manner.Strong communication skills, both written and verbal, with the ability to effectively convey information to clients and others.Ability to collaborate with others. Capable of adapting to changing priorities, situations, and/or demands.

Created: 2025-01-16