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.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

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

CFP® Certificant
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

PREFERRED EXPERIENCE / QUALIFICATIONS

Previous financial planning experience

TECHNICAL SKILLS

Microsoft Office proficiency
Keen attention to detail

Apply

Vacancy posted 2 days ago

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