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Corporate/Attorney/In House/Denver, Colorado
Refer job# WXXS96041
 
Financial Planner Candidate will primarily work on higher net worth and institutional executive cases. Help advisory team identify most critical client needs and build, review, and approve cash flow based financial plans modeled to either address specific client concerns or show comparisons between alternatives. Provide executive summary notes of planning cases including addressing client concerns and planning considerations. Assist advisory team with client preparation meetings including identifying and prioritizing questions/issues. Provide technical responses and/or discussion support for planning questions elevated from both the field advisors and other CAG team members. Communicate regularly with assigned regional team to promote benefits of planning and share information with partners. Build and maintain collaborative relationships with various business partners to advance and achieve company goals and objectives. Interactions can include Wealth Management Advisors, Associate Wealth Management Advisors, Wealth Management Directors, planning and product partners (Estate, Insurance, and Investment), and Institutional partners. Lead and/or participate in projects to advance planning capabilities within the business.

Candidate should have a Bachelor's degree and be Certified Financial Planner certification. Advanced expertise, degrees or designations in related disciplines are preferred (CPA/JD/MST) is preferred. 7+ years of related experience with a proven track record of technical skills in all general financial planning areas cash flow planning and budgeting, retirement products, insurance, investments, and applicable tax and estate planning issues is required. Series 7, Series 66 (or 63/65) or ability to attain within 90 days is needed. Advanced knowledge of financial planning topics and practices is needed. Experience working with financial planning application software is needed.
 
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This particular job is currently not active. However, since our clients regularly share with us similar and other job openings, we strongly recommend that you submit your resume. We shall review your resume and get in touch with you as soon as a suitable vacancy comes up to further discuss your interest in exploring the opportunity. Assisting you is our highest priority.

Please be assured that none of your materials will be forwarded to any employer without your consent. Of course, all inquiries are kept strictly confidential.
 
 

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