Client-Focused Financial Planner

Creative Planning; Austin (TX); On-site; USD 80,000 - 110,000; Full time

Job summary

Creative Planning seeks a Financial Planner to work closely with clients, gathering and analyzing information to develop and monitor comprehensive financial plans. You will collaborate with Wealth Managers to deliver expert advice and implement recommendations in a client-centric service model.

The role requires conducting client meetings, preparing planning recommendations, and ensuring CRM data accuracy while coordinating with multiple business lines.

Qualifications

• Finance, Accounting or Business Administration degree.
• 3 years financial services industry experience.
• Pass internal exams - Profiles/Dashboards.
• Series 65 (or equivalent) attained within 120 days.

Responsibilities

• Participates and conducts client meetings
• Prepares the Financial Planning recommendations
• Collaborates with members from each business line to best serve the client
• Manages accuracy of internal Client Relationship Management (CRM) software
• Implements Financial Planning recommendations
• Monitors the Financial Plan and communicates with clients
• Updates Financial Planning recommendations
• Grey/overlapping tasks between department areas
• All other duties as assigned

Skills

Client meetings

CRM software

Financial planning

Education

Finance, Accounting or Business Administration

Tools

CRM software

Job description

Creative Planning seeks a Financial Planner to work closely with clients, gathering and analyzing information to develop and monitor comprehensive financial plans. You will collaborate with Wealth Managers to deliver expert advice and implement recommendations in a client-centric service model.

The role requires conducting client meetings, preparing planning recommendations, and ensuring CRM data accuracy while coordinating with multiple business lines.