Financial Planning Strategist - Full Time
**MEMBERS ONLY**SIGN UP NOW***. is seeking a Financial Planning Strategist to support Relationship Managers and clients with financial planning strategies. The successful candidate will have experience in financial planning, strong technology skills, and a CFP, JD, CPA or CTFA designation.
Responsibilities:
- Perform financial planning analyses, including reviewing financial statements and other data
- Adapt computer-generated output to polished brand format
- Deliver financial plan to clients and discuss potential planning options
- Efficiently manage multiple requests with minimal guidance
- Assist individual wealth strategists with excel and power point illustrations
- Promote the financial planning offering across the firm
- Assist in developing additional financial planning models and offerings
Requirements:
- Financial Planning Experience
- Excellent technology skills, proficiency in eMoney, Microsoft Word, Excel, PowerPoint and Outlook, and Adobe
- CFP, JD, CPA and/or CTFA designation
- Ability to take initiative, go above and beyond, and deliver results
- Strong attention to detail and critical thinking skills
- Excellent organizational skills and ability to meet deadlines
- Values of trust, teamwork, and accountability
- Passion for learning and strong sense of curiosity
Salary Information: Expected salary range of $115,000 - $140,000 for the California market, based on experience, qualifications, and location. Additional benefits include Medical, Dental, Vision, Health Savings Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off, Holidays, and 401(k).
Job Locations and Salary Ranges:
- Newport Beach, San Francisco, New York City, and Boston: $115,000 - $140,000
- Denver & Chicago: $110,000 - $130,000
- St. Louis: $100,000 - $120,000
**MEMBERS ONLY**SIGN UP NOW***. is committed to creating an inclusive environment where all team members and clients feel valued and welcome. Applicants with a wide range of abilities are encouraged to apply and accommodations are available upon request. Candidates must be legally eligible to work at the specified location(s) and may be asked to complete an attribute-based assessment and other skills tests during the application process.
Join the team at **MEMBERS ONLY**SIGN UP NOW***. and grow your career with opportunities to tap into your potential. We offer a competitive salary, incentive pay, banking benefits, a vacation offering, wellbeing support, and recognition programs. Our culture encourages collaboration and innovation, and we value your personal and professional growth. Apply now and discover your potential at **MEMBERS ONLY**SIGN UP NOW***..
