Financial Planner

Creative Planning

The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.

JOB DUTI

ESParticipates and conducts client meetin gsPrepares the Financial Planning recommendatio nsCollaborates with members from each business line to best serve the clie ntManages accuracy of internal Client Relationship Management (CRM) softwa reImplements Financial Planning recommendatio nsMonitors the Financial Plan and communicates with clien nsGrey/overlapping tasks between department are asAll other duties as assign ed REQUIRED EXPERIENCE / QUALIFICATI antRelevant Educational Background (Finance, Accounting or Business Administrati on)3 years financial services industry experie ncePass internal exams - Profiles/Dashboa rdsSeries 65 (or equivalent) attained within 120 d #J-18808-Ljbffr Creative Planning

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Vacancy posted 1 day ago

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