Financial Planner

Creative Planning; Berwyn (PA); On-site; USD 65,000 - 90,000; Full time

Job summary

Creative Planning is seeking a Financial Planner to work with clients daily to gather information, analyze data, develop and implement financial planning recommendations, and monitor client plans. The role collaborates with Wealth Managers to deliver comprehensive financial advice and updates recommendations as plans evolve.

The position emphasizes client interaction, plan development, and coordination across business lines to ensure accurate and timely financial guidance for clients in a

Qualifications

• Relevant educational background in Finance, Accounting or Business Administration.
• 3 years financial services industry experience.
• Pass internal exams - Profiles/Dashboards.
• Series 65 attained within 120 days.

Responsibilities

• Participates and conducts client meetings
• Prepares Financial Planning recommendations
• Collaborates with team members to serve the client
• Manages accuracy of CRM software
• Implements Financial Planning recommendations
• Monitors the Financial Plan and communicates with clients
• Updates Financial Planning recommendations
• Handles grey/overlapping tasks between departments
• Performs other duties as assigned

Skills

Client meetings

Client communication

CRM accuracy

Financial plan monitoring

Education

Finance / Accounting / Business Administration background

Tools

CRM software

Job description

The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.

JOB DUTIES

• 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

REQUIRED EXPERIENCE / QUALIFICATIONS

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