Financial Planning Specialist
Diversified
Responsibilities Operate within the Centralized Planning Team to build, present (internally) and analyze financial plans for our clients. Create comprehensive financial plans based on individual client needs, integrating aspects such as savings, investments, tax planning, and risk management. Analyze clients' current financial status and forecast future trends using advanced financial modeling and tools (eMoney, Y Charts, etc.). Provide expert guidance on asset allocation, investment strategies, and retirement planning to maximize financial outcomes. Stay up to date on changes in financial laws, regulations, and products to ensure compliance. Prepare detailed financial reports, charts, and presentations to communicate financial data and advice effectively to Wealth Advisor teams. Collaborate with external Strategic Partners when necessary to ensure a holistic approach to financial planning. Maintain a strong understanding of financial products and services, and recommend appropriate solutions. Keep the Enterprise up to date with changes in eMoney platform (advisor and client platforms). Non client facing role. Position Qualifications Required Qualifications Bachelor’s degree in Finance, Accounting, Economics, or a related field. CFP (Certified Financial Planner) certification is preferred. 3-5 years of experience in financial planning, wealth management, or a similar role. Strong knowledge of financial planning software and tools (e.g., eMoney, MoneyGuide Pro). Excellent understanding of financial regulations and tax laws. Ability to assess client needs, communicate complex financial concepts, and provide actionable advice. Strong analytical skills and attention to detail. Exceptional interpersonal and communication skills, with the ability to build trusting relationships with Wealth Advisors and Paraplanners. Proficient in Microsoft Office Suite (Excel, Word, PowerPoint) and other financial tools. Desired Qualifications Experience with portfolio management and investment strategies. Knowledge of estate planning and insurance products. Advanced knowledge of retirement planning and Social Security benefits. #J-18808-Ljbffr
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