Financial Planning Specialist Position
fi-Plan Partners is seeking a candidate to join their Financial Planning Team. The candidate should be highly motivated, detail oriented, and committed to providing exceptional client service. With a small firm environment, fi-Plan promotes collaboration and growth among employees and emphasizes the team aspect of our approach. This position would be best suited for someone who desires to be involved in all aspects of the business and to take an active role in shaping the way we conduct our client relationships.
Facilitate the creation and maintenance of comprehensive financial plans, utilizing our existing software. Establish working relationships with clients during the planning process and deliver high level customer service in an efficient and timely manner.
Coordinate with clients concerning the implementation of their financial plans and track any outstanding items.
Be available to field ad hoc planning questions from clients and comfortably communicate with clients in a thorough, accurate, and easy to understand manner.
Provide general support in managing client relations and ensuring that client's financial planning needs are properly met as defined by the CFP Board's definitions/standards.
Participate in client meetings in collaboration with Investment and Operations team.
Minimum of bachelor's degree and CFP® certification or demonstrated progress towards CFP® certification -ChFC® designation will be considered (no series licensing required)
Requirements: Minimum of bachelor's degree and CFP® certification or demonstrated progress towards CFP® certification -ChFC® designation will be considered (no series licensing required)
Excellent verbal and written communication skills
Strong organizational skills and systems acumen
Computer-literate, with a proficiency in Microsoft Office and Windows-existing knowledge of financial planning software preferred
Ability to work well in a team-oriented, dynamic working environment
Willingness to become involved in community and professional organizations
Personal integrity and ability to discreetly handle confidential data
Knowledge of the securities industry, financial planning and investment management
Ability to identify, meet and follow through with client's needs and requirements
Please contact Renee Frank, Corporate Office Manager, at 205-989-3498 or firstname.lastname@example.org to schedule an appointment.