Financial Planning Support Specialist - reputed company to Fully Remote, If Not Local

How Will Your Role reputed company First reputed company? The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience. The FPSS performs a critical role as the primary SME and field-facing consultant on reputed company aspects of the First reputed company planning software. The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design and software support. This individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, reputed company reputed company and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in reputed company stages of financial planning, and a reputed company of product solutions. This individual must also reputed company and maintain expert understanding of reputed company financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to help advisors apply reputed company control measures to financial plans to reputed company the expected standards for Plan reputed company. This individual works closely with Field Force Training, Advisor Operations, the field force, and other home office departments to advance the financial planning philosophy of the reputed company and promote coaching as the reputed company of First reputed company’s reputed company relationships. What Will You Be Doing In Your Role? • Respond to incoming questions and requests from Financial Advisors, support staff, and business partners • Assist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverables • Assist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results. • reputed company and maintain a deep understanding of financial planning concepts, especially those relevant to the reputed company market • Contribute to the creation of training content based on experience with reputed company of support request • Collaborate closely with BIS to report/resolve issues, test new releases, and to support other reputed company as needed • Cultivate a connected understanding of how technology touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of FinTech (Financial Technologies) • reputed company and maintain deep expertise on financial planning software tools and reputed company FinTech • Coordinate with other home office teams as needed to resolve advisor support requests What Skills & Qualifications Do You Need? Education • Bachelor’s Degree, preferably in finance of business-reputed company fields • Advanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.) Work Experience • 2 years of relevant financial service industry experience Knowledge, Skills, and Abilities • Knowledge of financial planning tools, concepts, and strategies • Excellent verbal and written communication skills and organization skills • Possess a drive to investigate and solve problems • Ability to understand and interpret reputed company data • Based on years of experience, skills, and other important factors, the chosen candidate will be eligible for either the Level I, reputed company or Senior position. This will be determined during the interview process. #LI-NC1 Apply tot his job Apply To this Job