Financial Planning Paraplanner (1723)

Overview

• Responsible for facilitating the financial planning process with prospective and current clients.
• Responsible for gathering, validating, and analyzing all quantitative detailed information required to create or update financial plans using planning analysis software. Prepare preliminary financial planning recommendations for Financial Planner’s review and use in client meetings.
• Primary point of contact for the client throughout the financial planning process.  Responsible for ongoing and regular client contact, communication, meetings and coordination with Financial Planner and other support teams.
• Manage and support client access and maintenance of software systems. Assists clients in aggregating their accounts into the software system (eMoney)
• Establish referral paths to other areas of Wealth, Banking and Insurance, including but not limited to Estate Planning & Trust, Investment, Succession Planning and Post-Death services.
• Work with team members across geographies, ensuring efficiency and a consistent client experience.

• Bachelor’s degree and minimum 2 years experience in financial services or related field. 
• Ability to understand product solution strategies for the team to address client needs as it relates to cash flow, money distribution and investment allocations
• Position requires strong analytical, project management, technical and financial skills. 
• Experience in financial planning software is required
• Certified Financial Planner (CFP) or ChFC designation preferred.
• Role requires regular independent problem solving and exercise of judgment in variable situations, outstanding technical skills, attention to detail, superior communication skills
• Understanding and strong working knowledge of MS Office products; ability to effectively utilize Wealth and Bank applications