The Financial Planner is a CFP handling all financial planning analyses and provides client service support for the Senior Client Advisors. The Financial Planner is a secondary contact for client financial planning inquiries and participates in client calls/meetings.
Financial Planner Duties & Responsibilities 1
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Financial Planner Requirements & Skills 1
Financial Planner Job summary 2
The Financial Planning Team is the face of the company for our higher balance customers. As one of our Financial Planners, you are a fiduciary that focuses on delivering sound financial advice, and one that puts the customer at the center of every interaction and decision. You love interacting with people, and are an educator at heart. You are also a master at the art of the analogy and can explain complex concepts in easy-to-understand ways. In this role, you will be joining a tight-knit team that is an integral part of the organization.
Financial Planner Duties & Responsibilities 2
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Financial Planner Requirements & Skills 2
Financial Planner Job summary 3
The financial plan includes a customized analysis to address client or prospective client goals, such as: retirement, college, risk management, asset allocation, and estate planning needs. After setting realistic expectations with the client or prospect, the Financial Planner prepares and presents a financial plan which will identify a client’s current situation, opportunities and gaps, and advise on specific steps to meet financial goals.
Financial Planner Duties & Responsibilities 3
Financial Planner Requirements & Skills 3
Financial Planner Job summary 4
A Financial Planner acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from retail client base designed to meet the individualized needs of each customer.
Financial Planner Duties & Responsibilities 4
Financial Planner Requirements & Skills 4
Financial Planner Job summary 5
This role assists financial advisor in client financial planning and advice workflow. Initially, the Financial Planner will run the operations of the practice, such as client scheduling, setting up various forms, money movement, coordinating with the back-office, and interacting with clients to take care of various service needs, etc.
As familiarity with business grows, the candidate is expected to begin taking on financial analysis work at an accelerated pace. Over time, the person in this position could grow to be a Planning Specialist, a Practice Manager, or a Financial Advisor.
It is expected that the candidate will soon acquire a CFP and other industry licenses such as Series 7, Series 66, and the Insurance license.
Financial Planner Duties & Responsibilities 5
Financial Planner Requirements & Skills 5
Financial Planner Job summary 6
Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking. Works with Investment Advisors, Financial Advisors, Community partners, Wealth/WISD and Mortgage to deliver advice-based solutions and alternative investment and insurance solutions catered to the individualized needs of each customer and with the client's best interest in mind.
Financial Planner Duties & Responsibilities 6
Financial Planner Requirements & Skills 6
Financial Planner Job summary 7
This position is responsible for providing existing and prospective clients with information regarding a wide range of financial planning products and services, utilizing specialized areas of expertise to find the appropriate products and services for each client.