Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis.
Compensation
Salary range for the position: $75,000 - $125,000 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component.
Responsibilities
Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
Participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
Requirements
4-year college degree or professional certification preferred
Nice to have: Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
The Retirement Plan Consultant will provide objective guidance that is aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
Compensation
This is a salary paid position with bonus potential
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.
Meet with participants and eligible employees to educate employees regarding plan participation.
Provide personalized retirement and financial planning experience for customers and families, building a client base with flexible scheduling and commission-based compensation.
Compensation
The anticipated salary range for this position is based on commission and will be paid based upon the applicable commission schedule in place for the role.
Responsibilities
Meet with existing and prospective clients to plan their financial future
Utilize company-provided technology and tools to improve operations
Use marketing support such as mailings, email blasts, and flyers to expand business
Collaborate with co-workers and District Vice President to learn new skills, methods, and best practices
The Retirement Plan Consultant provides objective guidance aligned with the needs of plan sponsors and employees eligible for the applicable retirement savings plan.
Compensation
This is a salary paid position with bonus potential. Incentive bonus opportunity is available based on factors including the achievement of pre-defined plan metrics and will also be evaluated on client satisfaction ratings.
Responsibilities
Conduct individual and group presentations, in person or via video technology, to improve awareness of plan features and to grow plan assets.
Lead in enrollment meetings, age-based financial education meetings, and sophisticated financial literacy meetings.
Actively participate in benefit fairs and new employee orientations.
Participate in the annual plan review and financial education planning process.
Assist Relationship Manager and/or District Vice President with targeted education campaigns to increase participation and deferral rates.