Brokerage Financial Planning Officer

Truist Wealth

Nashville (TN)

On-site

USD 75,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Child care support

Paid maternity leave

Paid paternity leave

Student loan assistance

Tuition assistance

Disability insurance

Job summary

A financial services firm in Nashville is seeking a Brokerage Financial Planning Officer to enhance financial planning for clients. In this role, you will lead a team, implement strategic plans, and utilize financial tools to meet client goals. The ideal candidate will have a Bachelor's degree, relevant FINRA licenses, and strong relationship management skills. This full-time position offers competitive compensation and robust benefits.

Qualifications

Proven track record in relationship management and client service.
Financial Industry Regulatory Authority (FINRA) Series 7, 66 (or 63/65) and insurance licenses.
Strong writing and presentation skills.

Responsibilities

Influence the strategic direction of the Financial Advisor team.
Develop household balance sheets and cash flow analysis.
Utilize goals-based planning tools in client meetings.

Skills

Relationship management

Financial analysis

Presentation skills

Client service

Education

Bachelor’s degree or equivalent

Tools

Microsoft Office

Job description

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Responsible for the integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall training of the team.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.

Influence and participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue. Bring clear and independent advice to the overall planning process to avoid ad hoc investment products and savings.
Development of the household balance sheet and cash flow analysis, to include long term planning for retirement income. Asset/liability management and review is key to overall client planning.
Implement the use of goals-based planning tools to quantify clients' objectives by meeting with clients and identifying individualized goals. Benefits of planning at the household level include; assessing the viability of lifestyle expectations, explaining the links between assets, liabilities and lifestyle along with pre-retirement planning.
Proficiently utilize firm-provided software that enables the officer to create, plan and provide ongoing updates.
Lead and/or participate in client presentations and engagements centered on financial planning topics.
Independently identify opportunities to refer clients for Estate and Financial planning that works in conjunction with goal-based planning tools.
Work closely with the Financial Advisors and PCG Portfolio Management Officer to help the team devise the appropriate asset allocation based on clients' goals, cash flow, etc.
Work closely with Product Managers to gain proficiency in focused areas of planning including social security, college planning, etc. Create client-facing materials addressing topics of interest.
Update client profiles and plans frequently and conduct annual reviews with the Financial Advisor.
Identify opportunities to attract more assets and offer additional Truist Bank products and services to the relationship as appropriate.

Qualifications

Required Qualifications:

The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Bachelor’s degree or equivalent education and related training.
Must have a proven track record in relationship management and client service.
Financial Industry Regulatory Authority (FINRA) Series 7, 66 (or 63/65) and insurance licenses.
Strong writing and presentation skills.
Ability to effectively present information to top management, public groups, and/or boards of directors
Demonstrated proficiency in basic computer applications such as Microsoft Office products

Preferred Qualifications:

Seniority level