Responsibilities
- Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans tailored to each client's facts and circumstances.
- Identify issues and planning opportunities for review and discussion with clients and clients' advisors. Areas of emphasis include financial goals analysis, estate planning, education planning, tax planning, insurance needs analysis, college savings, Social Security planning and optimization, and executive compensation planning.
- Deliver plans to clients and their advisors in a clear and understandable manner. Responsibilities will include meeting preparation, financial plan construction, presentation of the plan to the client, meeting follow-up and ongoing client service.
- Coach and counsel advisors on financial planning strategies via formal training or as part of client relationship reviews.
- Become a subject matter expert, staying current on planning issues, communicating updates to staff, and contributing content to the Firm's website (blog) and social media channels.
- Assist with development and presentation of training programs for internal staff.
- Contribute to the Firm's strategic direction of its financial planning service offering.
Qualifications & Requirements
- Certified Financial Planner (CFP) designation required.
- 5+ years of financial planning experience.
- Bachelor's degree (MBA preferred).
- Proficient in Microsoft Office suite (Word, Excel, PowerPoint).
- Solid understanding of personal tax issues.
- Proficiency with financial planning, Social Security analysis, and tax projection software; MoneyGuidePro, eMoney, Tamarac Reporting, and BNA Income Tax Planner / CFS Tax Tools expertise a plus.
- Professional, personable, tactful, efficient, and self-motivated.
- Strong interpersonal skills and sense of teamwork valued.
- Not just a proficient technician. Experience presenting to clients in a competent, confident, persuasive, and empathetic manner. Able to formulate knowledgeable and convincing answers to tough questions on the spot.
- Strong organizational skills, multitasking, accuracy, service-minded, and meticulous adherence to details required.
- Entrepreneurial-minded approach to business; small/midsize company experience preferred.
- Strong written and verbal communication skills.
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 California. The pay range for this position is $92,400- $148,900 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.