Financial Planner II

BOK Financial•Oklahoma City, OK

1d•Onsite

About The Position

The Financial Planner II performs a broad range of financial planning duties, primarily focused on building and presenting financial plans for high-net-worth clients. The role may serve as lead planner for appropriate-level cases or build plans while a more experienced planner leads and presents. The Financial Planner II works primarily independently, with guidance from more experienced planners as needed, and delegates appropriate tasks to Financial Planner I staff while ensuring assigned work is accurate and completed with follow-through. The position also conducts financial planning research, helps develop and maintain systems and processes, and supports the financial planning team through other tasks and projects. The role works closely with client relationship managers and internal partners, and coaches and assists junior planners. Client meetings and plan presentations may be delivered virtually.

Requirements

Bachelor’s degree.
2–5 years of experience in a financial planning role.
Completion of CFP® required coursework.

Nice To Haves

Completion of, or progress toward completion of, CFP®.

Responsibilities

Prepare for client meetings with client relationship managers by gathering client data, entering it into software programs, building financial plans, analyzing client financial situations, creating recommendations, and identifying opportunities.
Lead delivery of financial plans for appropriate-level client cases and consult with a senior planner on more complex cases.
Build plans to leverage the time of more senior planners when needed.
Build relationships with internal partners by communicating financial planning offerings and helping identify opportunities to introduce planning to clients.
Train and mentor junior planners in technical financial planning, plan building, scenario modeling, and team systems and processes.
Act as lead planner for appropriate-level client meetings as directed; meetings may be delivered virtually.
Conduct financial planning research and assist with tasks and projects supporting the financial planning team.
Help develop and maintain internal systems and processes, including CRM.
Track all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
Help grow existing and prospective client relationships by identifying opportunities for additional products and services.
Complete assigned meeting tasks, such as updating CRM and creating and delivering reports.
Delegate appropriate tasks to Financial Planner I and ensure assigned work is accurate and followed through.