Financial Planning Counselor
Financial Planning Counselor
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
The Opportunity:
As a Financial Planning Counselor you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge work with multiple departments in the firm and have indepth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities.
The DaytoDay:
Be an expert to help educate our internal Relationship Managers and clients on financial planning topics
Complete financial plans and other detailed analyses for existing clients
Proactively look for efficiency improvements suggest solutions and elevate issues or concerns
Report on feedback trends and more to the Private Client Group Initiatives management
Your Qualifications:
5 years experience within financial services
Have indepth knowledge of financial planning topics (CFP beneficial)
Connect with a wide array of audiences by phone and email
Eager to work in a newlycreated role in a newlyformed group to support client needs and global growth
Manage complexity and coordinate across several departments under strict timelines
The Company:
We work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing its the people that make the purpose possible. And we invest in them by offering exceptional benefits like:
100 coverage of premiums for health vision and dental insurance
A 50 401K match up to the IRS maximum
20 days of PTO* plus 9 paid holidays
8 weeks paid Primary Caregiver Parental Leave
Backup Child Care Program available offering up to 10 days annually
A cumulative learning and development framework customized for every employee
Please reach out to us at to learn more or to apply to this opportunity.
Employment Type
Full-Time
