Financial Planning Specialist
On-siteSt. Louis, Missouri, United States
St. Louis, Missouri, United StatesOn-siteFull TimeLarge
Full TimeLarge
Job Summary
Gather data from Financial Advisors and clients to prepare and explain comprehensive financial plans using MoneyGuide software. Review, spot-check, and present completed plans to advisors and prospects while providing in-depth knowledge of the Wealth Planning Questionnaire. Train new associates and branch offices on MoneyGuide best practices, develop project items like spreadsheets and presentations, and identify business opportunities to increase client usage. Requires FINRA Series 7 and 66 licenses, 3+ years of securities industry experience, and proficiency in Microsoft Office.
Required Qualifications
- Thorough understanding of the securities industry in general and various securities products
- Detailed knowledge of financial planning services and techniques
- Strong and reliable mathematical skills and attention to detail
- Sound understanding of the financial planning process, department and firm policies/procedures, and industry regulations related to financial planning business
- Business Degree in a related field or equivalent work-related experience
- 3+ years of securities industry experience with 1+ years of financial planning experience
- FINRA Series 7 and 66 (or 63 and 65 instead of 66)
- Life, Health, and Long-Term Care Insurance Licenses (or ability to obtain within 30-45 days of hire)
Desired Qualifications
- Certified Financial Planner (CFP®)
- Proficient in Microsoft Excel, Word, PowerPoint, and Outlook
- Experience with MoneyGuide
- Experience with Zoom
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