STOCKMAN WEALTH MANAGEMENT: LEAD PLANNER

Stockman Bank of Montana•Bozeman, MT

13d

About The Position

The Lead Planner works directly with Wealth Advisors to deliver financial planning services to clients and prospective clients. Typical plans include a balance sheet, cash flow analysis, net worth growth strategies, retirement planning, tax planning, insurance analysis, lending options, mortgage strategies, Social Security filing strategies, estate planning and long-term care analysis. The Lead Planner is client facing and is involved in data gathering, plan preparation, client service, attends planning meetings, and collaborates with Wealth Advisors, lenders, CPAs, attorneys, and insurance agents.

Requirements

Bachelor’s degree, preferably with a concentration in a business discipline
CERTIFIED FINANCIAL PLANNERTM designation
Deep knowledge of primary financial planning concepts
Ability to prioritize multiple tasks to meet deadlines
Ability to identify and meet client needs, a naturally curious problem-solver
Balance between analytical and verbal skills
Obsessive attention to detail with relentless follow-through
Ability to write clearly, communicate succinctly, and present professionally
Must be a self-starter and achievement-oriented team player.
Strong commitment to providing exceptional client service
Strong communication and organizational skills
Must be able to work independently and to prioritize multiple tasks
No disclosure events or violations on Form U4
Familiarity with Microsoft Office
Action Orientation – taking initiative to achieve desired results rather than passively waiting for direction.
Applied Learning Ability – understanding new information and complex ideas quickly and without confusion.
Strong Communication Skills (written and verbal) – ability to disseminate complex information in an easily-understandable format to an audience of varied knowledge level.
Creative Problem-Solving Ability – looking for solutions to achieve desired results.
Strong Interpersonal Skills – with ability to interact effectively with all levels of management.
Professionalism – maintaining a professional attitude, image, and work ethic.

Responsibilities

Work as a team with Wealth Advisors to gather, organize, and review client financial data
Input data into financial planning software, summarize and present initial findings
Work as a team with Wealth Advisors to execute the Financial Planning Process to include data gathering, analysis, recommendations, and the client experience.
Lead planning meetings (Discovery, Initial Analysis, and Plan Presentation), including managing material preparation, navigating planning software while presenting, and addressing client questions and concerns.
Prepare client deliverables.
Regularly consult with the Director of Financial Planning and present all data entry, initial findings, summaries, and deliverables for review and approval prior to dissemination to client.
Provide financial planning consulting to both clients and Wealth Advisors through financial planning education.
Support Wealth Advisors’ efforts to generate new business and pursue referrals with financial planning services.
Provide prompt, professional responses to client inquiries
Support ongoing client service and relationship-building efforts
Maintain accurate client records in CRM and planning software
Track outstanding tasks and ensure timely completion
Research, develop, implement, and document new processes and procedures
Participate in and lead training, team meetings, and continuing education
Stay current on financial planning concepts, tax rules, and industry trends