Financial Planning Specialist

OneDigital

1d

About The Position

When you ask people what gives them peace of mind to live their best life, having a sense of financial security is usually at the top of the list. Our financial services include employer-based benefits like retirement planning so employers can help their people plan for a comfortable life after they stop working. We also provide personalized financial planning and investment services to help families succeed in every stage of life. Our Newest Opportunity: This role provides hands-on support to financial advisors by gathering client information, creating financial plans, and delivering presentations using financial planning software. You'll become an expert on OneDigital's financial planning process and platform, ensuring a smooth client experience.

Requirements

• Proven ability to analyze complex financial data and translate it into clear and actionable insights.
• Strong analytical and problem-solving skills.
• Some experience with financial planning software and technology, MoneyGuidePro preferred.
• Detail-oriented with a focus on accuracy and efficiency.
• Proven success with multi-tasking and managing priorities effectively.
• Ability to work independently and manage multiple priorities effectively.
• Excellent communication and presentation skills with the ability to engage clients on financial concepts.
• Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients.
• Strong commitment to continuous learning and professional development.
• Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint).
• Demonstrated discipline maintaining client information in a CRM, Salesforce preferred.
• Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data.
• Regular and predictable attendance is required.
• Business travel up to 25%.
• Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan service.
• Interest in and ability to earn CFP® certification required.
• 2+ years of experience in financial planning.

Responsibilities

• Gain in-depth knowledge of OneDigital's financial planning software (MoneyGuidePro) and associated technology. Assist in exploring and implementing new workflows to enhance efficiency within the financial planning process.
• Assist with gathering client data, analyzing financial situations, and crafting financial plans aligned with client goals and risk tolerance.
• Translate complex financial information into clear, concise, and visually appealing presentations for client meetings.
• Partner with the team to identify opportunities for automation, standardization, and improved data management within the financial planning process.
• Work closely with financial advisors to understand their needs and provide ongoing support. Maintain open communication to ensure a seamless client experience.
• Actively research and learn about the latest trends and best practices in financial planning and associated technology.

Benefits

• We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs.
• You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level