Financial Planner

Financial PlannerThe Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning, personalized recommendations, and exceptional client service. This role works closely with clients and advisory teams to develop tailored financial strategies, guide clients through the planning process, and build long-term relationships. The ideal candidate is detail-oriented, relationship-driven, and passionate about delivering a high-touch client experience.Key ResponsibilitiesPrepare for and lead client meetingsGather and organize client financial information to develop customized financial plansCreate insurance illustrations and financial planning scenariosCommunicate investment recommendations in collaboration with advisory teamsTrack financial planning milestones and follow up on action itemsDeliver proactive client service and ongoing relationship managementManage client onboarding and support ongoing service needsMaintain accurate records within CRM and financial planning systemsRespond to client inquiries and provide trusted financial planning supportCultivate client relationships and referral opportunities through ongoing engagementRequirementsMinimum 2 years of experience in financial planning or a related fieldSeries 7 and Series 66 licenses requiredCFP designation preferredBachelor's degree or equivalent work experienceFamiliarity with the financial services and insurance industriesExperience with CRM and financial planning software (Salesforce, eMoney, MoneyGuidePro, or similar)Strong interpersonal, communication, and relationship-building skillsHigh attention to detail and organizational abilitiesProficiency in Microsoft Office and OutlookProfessional, proactive, and adaptable approach to client serviceCommitment to maintaining confidentiality and regulatory compliance