PW Financial Planning Spec
About The Position
As a member of the private wealth team, the Financial Planner will increase, broaden, and improve our planning capabilities. The Financial Planner will help the client-facing private wealth management colleagues produce great outcomes and win new assets under management by assisting with the execution of personal financial plans for clients and prospects. The Financial Planner will use their experience in the development, execution and delivery of financial plans. The candidate must have strong working knowledge in all areas of the personal financial planning process: client discovery, goal setting, resources assessment, gap analysis, scenario analysis, recommendations, presenting, monitoring, and review.
Requirements
- 2-4 years of relevant experience in finance, accounting and FP&A, banking/financial services
- Strong analytical and problem-solving skills
- Adaptability/independent execution
Responsibilities
- Work with assigned private wealth advisors / wealth managers to help them develop, maintain, update, present and execute financial plans to their clients.
- Proactively create and deliver plan for annual client reviews.
- Achieve sales objectives through financial planning process.
- Find new opportunities to drive additional financial planning for assigned financial advisors.
- Help the assigned financial advisors find new opportunities to broaden and deepen relationships with their clients.
- Uncover new opportunities through discovery of unmet client needs.
- Ensure the plans being developed meet our quality standards.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
