Financial Planner

The Financial Planner is responsible for helping clients achieve their financial goals through comprehensive financial planning personalized recommendations and exceptional client service. This role works closely with clients and advisory teams to develop tailored financial strategies guide clients through the planning process and build long-term relationships. The ideal candidate is detail-oriented relationship-driven and passionate about delivering a high-touch client experience.

Key Responsibilities

• Prepare for and lead client meetings
• Gather and organize client financial information to develop customized financial plans
• Create insurance illustrations and financial planning scenarios
• Communicate investment recommendations in collaboration with advisory teams
• Track financial planning milestones and follow up on action items
• Deliver proactive client service and ongoing relationship management
• Manage client onboarding and support ongoing service needs
• Maintain accurate records within CRM and financial planning systems
• Respond to client inquiries and provide trusted financial planning support
• Cultivate client relationships and referral opportunities through ongoing engagement

• Minimum 2 years of experience in financial planning or a related field
• Series 7 and Series 66 licenses required
• CFP designation preferred
• Bachelors degree or equivalent work experience
• Familiarity with the financial services and insurance industries
• Experience with CRM and financial planning software (Salesforce eMoney MoneyGuidePro or similar)
• Strong interpersonal communication and relationship-building skills
• High attention to detail and organizational abilities
• Proficiency in Microsoft Office and Outlook
• Professional proactive and adaptable approach to client service
• Commitment to maintaining confidentiality and regulatory compliance