Role Overview
The Planning Advisor serves as a key liaison between new clients, existing clients, and our client-facing advising team. This role is responsible for gathering client data, building customized financial plans, and delivering recommendations that align with each client’s individual risk tolerance and defined goals.
What You Will Do
Build and maintain comprehensive financial plans for prospects and clients, input and maintain accurate client data, prepare client-facing advisor meeting agendas, provide ongoing financial recommendations, and review each client’s and prospect’s financial situation.
Why It Might Be a Fit
With strong analytical skills and a passion for the financial world, the Planning Advisor plays an essential role in supporting both our clients and our advising team.
Requirements
- Bachelor’s Degree
- Series 65 or CFP
- Health & Life Insurance License
- Strong critical thinking and analytical skills
- Excellent written and verbal communication skills
- Familiarity with technology systems and platforms, including MoneyGuide and Salesforce
Benefits
- Medical, Dental, and Vision insurance
- A 401(k) retirement plan with an employer matching schedule
- Employer-provided Health Savings Account (HSA)
- Life Insurance and Accidental Death & Dismemberment (AD&D) coverage
- Long-Term Disability insurance
- A free Estate Plan through Great Waters services
- An annual wellness stipend to support physical and mental well-being
- Vacation Time, Sick Time, and 10 paid company holidays
- Eligibility for a discretionary annual bonus based on individual and company performance
To apply for this job please visit recruiting.paylocity.com.
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