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 DUTIES Participates and conducts client meetings Prepares the Financial Planning recommendations Collaborates with members from each business line to best serve the client Manages accuracy of internal Client Relationship Management (CRM) software Implements Financial Planning recommendations Monitors the Financial Plan and communicates with clients Updates Financial Planning recommendations Grey/overlapping tasks between department areas All other duties as assigned REQUIRED EXPERIENCE / QUALIFICATIONS Relevant Educational Background (Finance, Accounting or Business Administration) 3 years financial services industry experience Pass internal exams - Profiles/Dashboards Series 65 (or equivalent) attained within 120 days #J-18808-Ljbffr
Vacancy posted 4 days ago
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