Financial Planner
The candidate provides financial planning consulting and support to the Wealth teams. Develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production and quality expectations and adheres to related procedures and protocols. Monitors and tracks client revenues related to financial planning work and partners with client team to ensure opportunities are maximized. Participates in coaching/mentoring planning assistants. Current Series 7 and 65 or 66 preferred or must obtain within 6 months of hire. Works with the team's more complex and clients (up to $30MM net worth). Develops new clients with internal partners as well as from external sources and centers of influence. Partners with relationship managers during the consultative and planning process with the client. Provides an advanced level of financial planning expertise. May serve as a technical expert for a specific specialty or type of service.
The candidate should have J.D., LL.M., M.S. in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent experience. Must have 8+ years of experience preparing and presenting comprehensive financial plans to clients. Bilingual Spanish and English skills preferred. Advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis is a must.
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