Planners

Planners are responsible for maintaining and deepening the relationships of, and independently building financial plans on behalf of, the advisors using our outsourced planning service. They will meet with advisors via phone, email, and web conference to understand the end-client’s current financial condition and to communicate advanced financial planning and eMoney application concepts. The Planner will develop recommendations to meet stated end-client goals and implement advisor recommendations within the eMoney application while maintaining high levels of integrity, quality, and professionalism, with a dedication to customer satisfaction and their fiduciary responsibility.

Requirements

• Bachelor’s Degree from an accredited college or university
• 10 years of experience as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Investment Advisor Representative with no disclosures
• 5 years of experience producing and delivering plans as a supervisor of a financial planning department
• 5 years of experience using eMoney financial planning software

Skills

• Strong understanding of all planning aspects of the application
• Must be knowledgeable in common financial planning subjects (Estate Planning, Tax Planning, Investment Planning, Retirement Planning, etc.)
• Analytical and research-oriented
• Team-oriented person who can work well with others in a fast-paced environment
• Ability to manage multiple relationships and maintain high levels of client satisfaction
• Creative self-starter with initiative to follow through
• Must be organized and handle multiple projects in an efficient manner
• Ability to clearly communicate complex issues in an understandable manner
• Excellent verbal and written communication skills
• Must demonstrate strong analytical skills and research capabilities in reviewing and solving complex issues
• Able to keep an even temperament and provide a pleasant service experience
• Proficient in Microsoft Office programs such as Outlook, Word, PowerPoint, Excel
• Proficient with company CRM program
• Must possess an understanding of industry segment nuances to deliver tailored experiences
• Reliable independent judgement and decision-making skills

Responsibilities

• Manage a large portfolio of outsourced planning engagements in an efficient and timely manner
• Work with advisors and Financial Planners to understand end-client’s financial circumstances
• Collect end-client qualitative and quantitative financial information from advisors
• Independently make financial planning recommendations to meet stated end-client financial goals
• Implement advisor financial planning recommendations within the eMoney application
• Prepare financial planning presentations
• Deliver and explain financial planning recommendations and presentations options to advisors
• Identify financial planning process inefficiencies in participating firms, and deliver recommendations for improvement
• Enter client financial data into eMoney application as needed
• Provide application suggestions to CFPS based on experience using the eMoney
• Track outsourced planning engagements within CRM
• Keep abreast of new features and functionality on all production sites of eMoney
• Keep abreast of trends and laws within the financial planning industry
• Keep abreast of competitive landscape to better inform internal and external conversations
• Contact advisors as needed after case analysis to give resolutions and guidance to advisors