Senior Financial Planner

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Wealth Enhancement Group

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501 - 1000 Mitarbeiter

Gegründet 1997

💰 €736.300 Funding Round im 2022-02

Im Jahr 1997 stellten vier Berater, die sich ein Büro teilten, fest, dass sie auch einen grundlegenden Glauben teilten: Die Finanzdienstleistungsbranche benötigte eine neue und bessere Methode, um Kunden zu beraten - eine, die den Stress im finanziellen Leben ihrer Kunden reduzieren würde. Sie gründeten eine Firma, die umfassende Finanzberatung aus einer Hand bieten würde, sodass Kunden sich nicht mit der Verwaltung mehrerer Finanzbeziehungen, komplexen Entscheidungen oder der Koordination unterschiedlicher Konten befassen müssen. Diese Idee hat sich zu dem entwickelt, was wir als Roundtable™ bezeichnen, unser Team aus Spezialisten und Beratern in sechs Kernbereichen des Vermögensmanagements. Wir glauben, dass dieses Team, gepaart mit unserem 3-stufigen UniFi™-Prozess, sicherstellt, dass Ihr finanzielles Leben organisiert, umfassend und unkompliziert ist, was Ihnen ermöglicht, selbstbewusstere Entscheidungen zu treffen und weniger gestresst beim Umgang mit Ihrem Vermögen zu sein. Wertpapiere werden über LPL Financial angeboten, Mitglied der SIPC (www.SIPC.org). Beratungsdienstleistungen werden über Wealth Enhancement Advisory Services, ein registrierter Anlageberater, angeboten. Wealth Enhancement Group und Wealth Enhancement Advisory Services sind separate Einheiten von LPL Financial.

Beschreibung

• Support the Financial Advisor with the creation of customized financial plans • Organize client’s financial documentation and information as necessary • Provide an accurate summary of clients’ personal information, current 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, Morningstar and other planning tools • Communicate directly with the Advisor and/or client 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 client • Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary • Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client • Provide technical planning expertise and support • Participate in the research and response of general technical planning inquiries from Advisors and other team members • Provide subject matter expertise (SME) & support • Proactively share expertise and knowledge via various forums • Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals • Identify resource requirements and details • Research and identify necessary data and incorporate as necessary • Format in clean, professional manner for review and approval by applicable parties • Support team and company initiatives and participate in WEGs “all sharing” collaborative culture. • Participate in the planning and implementation of corporate/team initiatives • Attend and participate in Micro-Monday sessions and other company meetings • Provide timely responses to questions • Contribute positively to problem solving • Provide Training support to peers and new team members

🎯 Anforderungen

• Bachelor's Degree in business; finance, economics or related • 7+ years in Financial Services • Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferred • Superior verbal and written communication skills • Proficient with Microsoft Office Suite or related software • Familiarity with Salesforce and Support Org functionality • Proficiently uses financial planning technology • CFP Required • CPA, EA, JD, MBA, or other advanced designations are preferred

🏖️ Vorteile

• Training and professional development • Medical, dental and vision 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 paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)