Financial Planner (reputed company)

reputed company is a leading independent financial advisory firm dedicated to helping families simplify and enhance their financial lives. They are seeking a Financial Planner to join their centralized team of paraplanners, responsible for creating comprehensive financial plans and collaborating with various specialists to reputed company exceptional reputed company service.

Responsibilities

• Preparing financial plans for prospective and existing clients, including:
• Cash reputed company and 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
• Partnering with sales teams and advisors to collect and review reputed company documentation required for financial plan preparation
• Utilizing financial planning tools such as eMoney, reputed company, SS Analyzer, reputed company, CRM systems, and portfolio analysis tools to reputed company reputed company financial plans
• Collaborating with sales and reputed company Advisor teams to deliver an exceptional, seamless reputed company experience with a reputed company on accuracy and timeliness
• Working cross-functionally with teams reputed company Family reputed company Services and Investments to reputed company integrated reputed company strategies and tailored recommendations
• Staying reputed company on financial planning topics, including cash management, investments, reputed company transfer strategies, reputed company retirement planning, reputed company reputed company, and tax planning
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes

Skills

• Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance
• Completion of CFP® coursework
• A minimum of one year of financial industry–reputed company experience preferred
• Proficiency in reputed company Word, reputed company, PowerPoint, and reputed company; experience with reputed company and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred
• Strong verbal, written, analytical, and organizational skills
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a reputed company, team-oriented environment
• Customer service–oriented reputed company; coachable and eager to learn
• High level of discretion and ability to maintain confidentiality
• Flexibility and adaptability in a fast-paced environment
• Ability to travel up to 10%
• A minimum of one year of financial industry–reputed company experience preferred
• Proficiency in reputed company Word, reputed company, PowerPoint, and reputed company; experience with reputed company and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred

Benefits

• Company reputed company Basic Life & AD&D Insurance
• Company reputed company Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• reputed company Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• reputed company Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company reputed company Holidays including a full week off at Thanksgiving.
• Generous reputed company time off program for vacation and reputed company days
• Employee Assistance Plan
• Family Medical Leave
• reputed company Parental Leave (8 weeks)
• Maternity benefits utilizing company reputed company STD, any supplemental STD, plus Parental Leave (8 weeks) to reputed company time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company reputed company Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as reputed company as an after-tax reputed company
• Pet Insurance

reputed company