Senior Associate Financial Planning Specialist
Skills
Certified Financial PlannerFinanceFinancial PlanningFinancial Planning SoftwareOrganization SkillsPlanning SoftwareQuickness
What the job involves
The main requirements, responsibilities and hiring steps.
Requirements
- Bachelor's degree in finance preferred and/or equivalent experience
- Minimum 2+ years relevant experience
- Series 7 and 65/66 within 24 months of hire, CFP® designation within 36 months of hire
- Working knowledge of Financial Planning Software (i.e., eMoney)
- Ability to create (both written and designed) guidance on planning software that is targeted to the Financial Planners
- Requires working knowledge of Financial Planning concepts and software
- While this role is remote, this individual should ideally reside in the Greater New York Metro area
Day to day
- Be the first point of contact on financial planning cases working closely with advisors in reviewing initial plan data and making sure the client’s current financial situation is accurate and complete
- Work closely with Financial Planning Consultants in analyzing cases discussing implementation opportunities and leveraging eMoney to clearly convey recommended strategies
- Share best practices in regard to case design to ensure planners and staff are engaged in an efficient and repeatable process
- Deliver eMoney demos to new subscribers
- Participate and deliver financial planning content at various conferences in person visits and webinars particularly new planner certification training
- Leverage Salesforce to record all day to day activities
- Perform occasional Software testing for new programs and updates to existing programs