- Saint Louis, Missouri, United States
- Full-time · Mid
- 3+ years
The Financial Planning Specialist works with Financial Advisors to gather all applicable data and prepare and explain financial plans to clients and prospects. This position assists branch offices using MoneyGuide.
Responsibilities
- Responds to inbound phone calls from Financial Advisors and members of their team
- Communicate with Financial Advisors (and possibly clients) to obtain all necessary information for financial plan preparation
- Creates various levels of financial plans ranging from fundamental analysis to complex, comprehensive plans using MoneyGuide
- Reviews and explains in detail the completed financial plans to Financial Advisors
- Provides branches with support and training (via in-person, Zoom, or conference call) on MoneyGuide and financial planning best practices
Requirements
- Business Degree in a related field or equivalent work-related experience
- Nice to have: Certified Financial Planner (CFP®)
- Nice to have: MoneyGuide