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Wealth Planners work closely with Financial Advisor(s) and/or Advisor Team(s) to provide comprehensive financial planning through strategic planning advice. They are focused on understanding clients' needs and goals proactively identifying strategic planning and investment opportunities to better meet client's financial objectives. They drive the planning process through execution of extensive data gathering, analyzing, and data input with the end goal of creating a robust financial plan for Financial Advisor(s) and Advisor Team(s) to share with clients. They foster relationships with internal specialists to ensure alignment of client goals to plan and explore opportunities to further enhance client relationships. They possess a knowledge of estate and gift taxes, philanthropy, trust structures, insurance, income tax planning, and investment Management. They also have a comprehensive understanding of the suite of solutions, platforms, and initiatives across the enterprise
Role Responsibilities • Gather extensive financial information to drive plan creation
• Enter client information into planning tool
• Schedule and prepare materials for client meetings
• Attend client meetings to review plan, capture changes and agree on next steps
• Leverage financial data to identify possible solutions to meet client needs and goals
• Engage specialists and partners to address client needs and deliver solutions
• Monitor and update client information and plan changes on a consistent basis
Role Requirements • Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
• SAFE ACT Registration
• Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with
other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
• CFP® or CPWA® designation preferred or obtain and/or maintain at least one firm approved designation
• Understanding of how to deliver a strong overall client experience
• Thorough knowledge and understanding of the suite of Wealth Management products and services
• Possess and demonstrate strong communication skills
• Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
• Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
• Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
• Ability to identify client needs and concerns, and articulate appropriate approach to align solutions to goals in a suitable and controlled way
• Minimum of 5 years' experience performing specialist level responsibilities or equivalent industry experience
Shift:
1st shift (United States of America) Hours Per Week:
40
