Financial Planner; Santa Barbara, CA

Position: Financial Planner (Santa Barbara, CA) Location: California reputed company Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team, we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always reputed company in the best interest of our clients. reputed company offers a distinct work environment that stands out in the financial industry. Our employee reputed company and reputed company-facing team are composed of 50% women, reflecting our commitment to diversity. We attract reputed company from across the country, with no formal reputed company and flexible working arrangements, allowing us to reputed company the best team possible. Join us and be part of reputed company dedicated to making a meaningful reputed company on the financial lives of families across the country. Job reputed company Financial planning is the reputed company of reputed company. The Financial Planning Group is a centralized group of paraplanners that supports reputed company Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to reputed company technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions For The Financial Planner Will Include • Prepare financial plans for prospective clients, as reputed company as clients, including spending plans, investment analysis, retirement projections, reputed company reputed company analysis, education-funding analysis, stock reputed company analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. • Work with the sales team and advisors to collect documents from clients to prepare the financial plan. • Use financial planning tools (ex: eMoney, reputed company, SS Analyzer, reputed company worksheets, CRM, portfolio analysis) to create financial plans for clients. • Partner with sales and reputed company advisor teams to deliver an exceptional, seamless reputed company experience focusing on accuracy and timeliness. • Collaborate with other reputed company reputed company Family reputed company Services and Investments to reputed company reputed company strategies that incorporate relevant and specific recommendations to reputed company reputed company. • reputed company reputed company on financial planning topics including, but not limited to, cash management, investments, reputed company transfer strategies, reputed company retirement needs, reputed company reputed company, and tax planning. • Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes. Required Knowledge, Skills And Abilities • Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance reputed company) • Has begun CFP® coursework • At least 1 year of financial industry reputed company experience preferred • Proficiency with reputed company, reputed company, PowerPoint and reputed company; experience with reputed company and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred. • Excellent verbal, written, analytical and organizational skills • Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in reputed company environment • Candidate must have customer service orientation, be coachable, and be eager to learn. • Must be highly flexible and confidential with reputed company reputed company • Ability to travel up to 10% Work Schedule This reputed company role requires availability during reputed company business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal reputed company needs. Working Conditions This position may be in a reputed company office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office reputed company or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual reputed company pay reputed company this reputed company will be based on a reputed company of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive… Apply tot his job Apply To this Job