Description
Responsibilities
- In conjunction with the Wealth Advisor, the Wealth Planner is responsible for the client service experience, manages the task list and client deliverables, and coordinates with the service team.
- Build a foundational understanding of industry and concepts related to financial planning, investments, insurance and financial markets.
- Be familiar with the core competencies of financial planning – cash flow and financial independence planning, insurance/risk management, estate planning, tax planning and strategy, and what role they play within a client’s long-term financial plan.
- Understand firm's wealth management process.
- Demonstrate ability to gather appropriate data and client information for plan development.
- Become an expert with financial planning software and be able to quickly and accurately update and revise financial plans based on feedback from advisors and clients.
- Independently prepare efficient and thorough analysis required to develop a proposed financial plan or investment portfolio.
- Provide meaningful support in development of analysis for new client proposals.
- Support ongoing portfolio monitoring and account maintenance and proactively identify action items.
- Provide prompt follow-up to client meetings when applicable, completing action items with direction from the Wealth Advisor.
- Effectively utilize Salesforce to ensure client information is up-to-date and coordinated among client service team.
- Demonstrate ability to support advisors by completing Salesforce tasks and processes effectively and efficiently.
- Act as back-up to the Wealth Advisor on clients, assisting with client requests that fall outside of regular reviews.
- Understand and effectively utilize internal and external resources.
Qualifications & Requirements
- Bachelor's degree from an accredited institution
- CFP® certification required
- Must be highly flexible and keep confidential all client and firm matters
- Strong analytical mindset, attention to detail, and problem-solving abilities
- Collaborative team player with a proactive approach to work
- Experience with MGP, eMoney, Holistiplan, Salesforce a plus
- Customer service background preferred
- Excellent verbal, written, analytical, and organizational skills
- Must be a goal-oriented team player with a ‘no job is beneath me’ attitude
- Able to work independently
- Enjoy being part of a team
- Above average knowledge of Microsoft Excel and Word
This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
Pay Information
This position is exempt and is paid according to the laws of the State of Washington. The pay range for this position is $79,600-$110,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.
