Financial Planner II

You place great value in building strong relationships. You enjoy the art of balancing multiple responsibilities and providing support to a team. You find satisfaction in helping others and offering sound advice. You bring your broad range of knowledge, skills and abilities to us as a Financial Planner II.

The Financial Planner II performs a broad range of financial planning duties. The Financial Planner II may serve as the lead planner on appropriate level cases or as the plan builder where a more experienced planner is taking the lead. Assigned tasks are generally focused on building and presenting financial plans for high net worth clients, assisting more senior planners with plan building where the more experienced planner will serve as the plan presenter, and coaching and assisting junior planners. Financial Planner II conducts financial planning research and helps develop systems and processes. Primarily works independently, with guidance as needed from more experienced planners. Delegates appropriate tasks to Financial Planner I and ensures details of assigned tasks are performed with accuracy and follow-through.

Our integrity, leadership, focus, and respect for one another are a winning combination. In collaboration with our partners across the enterprise, we provide the right foundation for closing business, creating long-term relationships with clients, and nurturing new ones.

• You will work closely with the client relationship manager to prepare for client meetings by gathering client data, entering data into various software programs, building financial plans, analyzing the client's financial situation, creating recommendations and identifying opportunities.
• You will act as the lead planner in delivering plans for appropriate level client cases, consulting with a senior planner on more complex cases. You may serve as the plan builder to leverage the time of more senior planners as needed.
• You will build relationships with internal partners by clearly communicating financial planning offerings, and helping identify opportunities to introduce financial planning to clients.
• You will take a leadership role in training and mentoring junior planners with an emphasis in all technical aspects of financial planning, including plan building and scenario modeling, as well as following team systems and processes. You will also act as the lead planner for appropriate level client meetings as directed. These may be delivered virtually.
• You will perform financial planning research and assists in other tasks and projects as needed to support the financial planning team.
• You will help develop and maintain internal systems and processes, including CRM. You will responsible for tracking all aspects of the financial planning process, including identifying new business closed with the assistance of financial planning.
• You will help grow existing client and prospective client relationships by identifying opportunities for additional products and services.
• You will accomplish assigned tasks from meetings including updating CRM, creating and delivering reports, etc.

This level of knowledge is normally acquired through completion of a Bachelor's degree and 2-5 years' experience in a financial planning role along with completion of CFP required coursework.

Preferred: Completion, or progress toward completion of CFP.