Financial Planner
On-siteSanta Rosa Beach, Florida, United States or Mobile, Alabama, United States
Job Summary
Collaborate with the Wealth team to solve complex client needs by analyzing balance sheets, goals, and family considerations to design individualized financial plans covering retirement, estate, tax, and charitable strategies. Meet with prospects and high-net-worth clients to discover objectives, review information, and present comprehensive plans while coordinating workflow with analysts. Maintain systems to track planning activities and travel as needed for internal and external presentations. Guide and mentor Analysts and Financial Planner I/II roles, work with highly complex cases requiring expert-level input, and proactively engage bank partners to represent Wealth capabilities.
Required Qualifications
- Bachelor's degree in a relevant field of study
- 3 years of experience in the Financial Services industry (e.g., investment analysis, financial planning, investment management, or similar endeavor)
- Certified Financial Planner® (CFP) or Certified Wealth Strategist (CWS) designation
- Foundational knowledge in key areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth
- Effective communication skills (written and verbal)
- Solid and proficient financial analysis and decision-making skills
- Solid presentation skills
- High level of commitment and self-motivation, with a desire to help others
- Proficient in Microsoft Office with solid math and analytical capabilities
- Detail-oriented with an awareness of the impact of assumptions in building client scenarios
- Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens
- Must be able to travel as needed for day or overnight travel for meetings and presentations
Desired Qualifications
- Experience with Money Guide Pro or other financial planning tools and software preferred
- Pursuit of CFA, CMT, or other relevant professional designations preferred
- CExP(Certified Exit Planner) preferred
- CBEC(Certified Business Exit Consultant) preferred
- CEPA(Certified Exit Planning Advisor) preferred
- MBA preferred
- 4 years of Financial Services Industry Experience with 2 years of Financial Planning Experience
- Advanced knowledge of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth
- Advanced knowledge and experience in critical wealth management issues
- Advanced financial analysis and decision-making skills
- Advanced presentation capabilities
- 6 years of Financial Services Industry Experience with 4 years of Financial Planning for high-net-worth individuals
- Expert level knowledge and experience in all areas of financial planning: retirement, taxes, estate planning, investment vehicles, life insurance, disability, long-term care insurance, business succession, charitable giving, and generational wealth
- Superior communication skills (written and verbal)
- Easily and fluidly discusses complex topics or concepts, making it understandable and relatable to clients
- Creates custom analytics and/or seeks others' expertise to develop the analysis needed to convey a concept or message
- Emotional Intelligence and insight
- Adept at understanding clients' needs and sophistication, and adjusting to the situation
- Adaptable and relatable to clients from divergent backgrounds and experience
- Perceptive and insightful as it relates to challenging or conflicting family dynamics, relationships, and needs
- Outstanding financial analysis and decision-making skills, using intuition and experience gained from complex scenarios
- Comfortable and dynamic in presenting in both small and large group setting
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