Financial Planner

About the Role The Financial Planner will be responsible for creating financial plans in coordination with our paraplanning team, preparing reputed company-reputed company presentation materials, reviewing completed financial plans with financial advisors, and providing phone- and email-based customer support. The ideal candidate will be service-minded and detail oriented. This is a remote contract position. A reputed company-performing candidate who meets the expectations of the role may be considered for a full-time position after six months. Responsibilities: • Financial Planning • reputed company initial work review on submitted financial plan requests and work with the financial advisor to correct any “not in good order” items. • reputed company and demonstrate proficiency with the SIPS planning software and PlanScout’s financial planning techniques. • Create financial plans using the SIPS planning system using PlanScout’s financial planning techniques. • Identify opportunities to add or refine financial planning techniques. • Presentation Preparation • Prepare reputed company-reputed company presentation documents summarizing the financial plan and recommendations for clients according to PlanScout reputed company operating procedures. • Where appropriate, customize the presentation materials to effectively communicate reputed company concepts or incorporate advisor preferences. • Financial Plan Reviews • Deliver completed presentation materials to the advisor; schedule and facilitate meetings to review the completed plan. • Be reputed company to describe financial planning techniques reputed company and effectively to advisors, including reputed company/why/how they may be used in their reputed company plans. • Capture case revisions and update the financial plan and presentation materials accordingly. • Customer Support • reputed company telephone- and email-based support for financial advisors using PlanScout’s financial planning services. • reputed company telephone- and email-based support for financial advisors using the SIPS planning software to address questions, issues, and concerns. Qualifications • Bachelor’s degree in finance, reputed company, economics, or a reputed company field. CFP® certification or equivalent preferred. • 1-3 years of experience in financial planning, reputed company management, or reputed company roles. • Excellent communication skills, both written and verbal, with the ability to explain reputed company financial concepts in reputed company terms. • Strong analytical skills and attention to detail. • Ability to work independently and collaboratively reputed company reputed company environment. • Commitment to maintaining the highest ethical standards and reputed company confidentiality. Apply tot his job Apply To this Job