Centralized Financial Planner

Job Description Position Title -Certified Financial Planner (Other titles: Corporate Financial Planner (Financial Planning Consultant) (Financial Plan Design - Wealth Management) Position Summary Description - The Financial Plan Design team provides consultative financial planning to our financial advisors. Looking for applicants who are a legitimate Certified Financial Planner , as you will work closely with our network of financial advisors and our paraplanners to construct and assist in the delivery of financial plans. You will meet with the advisor via phone, email and web conference to understand the end-client's current financial condition and to communicate financial planning, advanced financial planning and application concepts. You will be primarily responsible for providing financial planning support through assisting with plan creation, analysis, and recommendation. Acute attention to detail is a must, as are effective communication skills while maintaining high levels of integrity, quality, and professionalism with a dedication to customer satisfaction and their fiduciary responsibility. Job Responsibilities - Manage a large portfolio of outsourced planning engagements in an efficient and timely manner Responsible for developing, optimizing, and updating financial plans using planning software provided by the firm Working collaboratively with advisors to put finishing touches on the plans and assist in client delivery as needed Required to stay up-to-date on the planning software and financial planning concepts. Using appropriate software and calculators to run calculations, projections, and side-by-side comparisons (e.g., mortgages, 529 plans, and social security) Work with advisory and Financial Planners to understand end-client qualitative and quantitative financial informant from advisors Collect end-client qualitative and quantitative financial information from advisors Independently make financial planning recommendations to meet stated end-client financial goals Communicating with advanced planning consultants and other allied professionals, as needed. Marketing & promoting the service of the Financial Plan Design team. Reviewing clients' goals and risk profile with the advisor Coaching advisors to quarterback the client relationship with clients, other professionals (e.g., an attorney or CPA), as well as helping advisors focus on the strategic big picture while walking them through planning issues Reviewing clients' planning objectives to help identify opportunities to meet their needs Documents calls using technological tools such as Salesforce. Uses organizational skills to track core customer needs. Participates in training sessions and staff meetings and sharing new knowledge with teammates. Build relationships with our advisors and help them grow and adopt financial planning in their practice. Other duties as assigned Required Education & Licensing - Bachelor's Degree in Business, Finance or related major FINRA Series 7 License and 65 or 66 Licenses CFP® designation required. 2-5 years' experience in the financial planning field, including the production of plans Required Skills & Experience - Familiarity with plan creation using financial planning software (experience with the MoneyGuide planning software a strong plus) Excellent knowledge and communication of financial planning concepts and terminology Basic knowledge of and ability to explain products, such as mutual funds, stocks, bonds, insurance, and annuities Proficiency with computer programs, including Microsoft Office and CRM systems Ability to proofread and quality check own work in accordance with firm/regulatory criteria Excellent time-management skills, including the ability to prioritize workload and meet deadlines Ability to identify and solve problems in a timely, efficient, and effective manner Demonstrated experience in using available resources to answer questions and resolve problems Ability to learn and efficiently use multiple technology platforms Must be knowledgeable in common financial planning subjects (Estate Planning, Tax Planning, Investment Planning, Retirement Planning, etc.) Analytical and research-oriented Team-oriented person who can work well with others in a fast-paced environment Ability to manage multiple relationships and maintain high levels of client satisfaction Creative self-starter with initiative to follow through Must be organized and handle multiple projects in an efficient manner Ability to clearly communicate complex issues in an understandable manner Excellent verbal and written communication skills Must demonstrate strong analytical skills and research capabilities in reviewing and solving complex issues Able to keep an even temperament and provide a pleasant service experience Proficient in Microsoft Office programs such as Outlook, Word, PowerPoint, Excel Must possess an understanding of industry segment nuances to deliver tailored experiences Reliable independent judgement and decision-making skills #LI-HYBRID Compensation The salary range for this role is $95,000 - $130,000, plus competitive performance-based bonus. Compensation packages are based on a wide array of factors unique to each candidate, including but not limited to skill set, years and depth of experience, certifications, and specific office location. Compensation ranges may differ in differing locations due to cost of labor considerations. About Us What we give you in return: Not many teams can say that they support people's dreams coming to life... We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our Employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including: Inclusive health, dental, vision and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship. Easy access to mental health benefits to meet our team members and their families where they are. 20+ days of paid time off (PTO), paid holidays, 1 paid wellness day and 1 days of paid volunteer time off (VTO) to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities. 401(k) Savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years. Paid parental leave to support all team members with birth, adoption, and foster. Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more. Employee Assistance Program (EAP), LifeLock, Pet Insurance and more. About Cetera Financial Group: Cetera Financial Group® ("Cetera") is a leading network of independent retail broker-dealers empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the investment programs of banks and credit unions. Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations. Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology. "Cetera Financial Group" refers to the network of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, and First Allied Securities. Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at the Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law. Agencies please note : this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated. Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

Created: 2024-11-05