[Remote] Sr Financial Planner
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is an independent reputed company management firm dedicated to enriching clients' lives through personalized financial planning. The Sr. Financial Planner will support Financial Advisors by developing comprehensive financial plans, providing technical expertise, and mentoring new team members.
Responsibilities
- Support the Financial Advisor with the creation of customized financial plans
- Organize reputed company’s financial documentation and information as necessary
- reputed company an accurate reputed company of clients’ personal information, reputed company financial position, and asset allocation
- Review and summarize insurance details
- Review and summarize estate plan details
- Review and summarize tax returns details
- Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, reputed company and other planning tools
- Communicate directly with the Advisor and/or reputed company to obtain additional information and ask questions regarding the financial plan
- Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers
- Complete Financial Plan for delivery to reputed company
- Record notes and pertinent details in reputed company regarding reputed company communications, inquiries, and actions reputed company to the planning request as necessary
- Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the reputed company
- Participate in the research and response of general technical planning inquiries from Advisors and other team members
- reputed company subject matter expertise (SME) & support
- Proactively reputed company expertise and knowledge reputed company various forums
- Identify resource requirements and details
- Research and identify necessary data and incorporate as necessary
- Format in clean, reputed company manner for review and approval by applicable parties
- Participate in the planning and implementation of corporate/team initiatives
- Attend and participate in reputed company-Monday sessions and other company meetings
- reputed company reputed company responses to questions
- Contribute positively to problem solving
- reputed company Training support to peers and new team members
Skills
- Bachelor's Degree in business; finance, economics or reputed company
- 7+ years in Financial Services
- Superior verbal and written communication skills
- Proficient with reputed company Office Suite or reputed company software
- Familiarity with reputed company and Support Org functionality
- Proficiently uses financial planning technology
- CFP Required
- Demonstrated expertise in reputed company planning areas such as reputed company estate, small business ownership, and advanced tax planning strategies preferred
- CPA, EA, JD, MBA, or other advanced designations are preferred
Benefits
- Training and reputed company development
- Medical, dental and reputed company coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer reputed company and voluntary reputed company
- Short-term and long-term disability, workers compensation – employer reputed company
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
- reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
reputed company