Financial Planner

Jobtailor; Colorado; On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking an experienced financial planning professional to develop personalized, goal-based plans for advisors and clients. You will guide retirement and investment strategies, budgeting, saving, and Social Security decisions while updating plans as life events occur.

You will train and support advisors, engage in complex client conversations, and propose program enhancements to keep offerings current and effective.

Qualifications

• Bachelor's degree or the equivalent combination of education and relevant experience.
• 5+ years of total relevant work experience.
• CFP designation must be current and active to be considered for this role.
• FINRA Series 7 and Series 65 registrations are required.

Responsibilities

• Develop personalized and comprehensive goal-based financial plans for advisors and senior advisors.
• Provide advice including retirement, investment planning, budgeting, saving and Social Security strategies.
• Update financial plans annually or after life events for managed clients.
• Support Advisors with investment planning training and coaching.
• Assist clients in conversations about complex financial topics.
• Suggest program enhancements and stay fluent with new capabilities in investments and education.
• Identify areas for improvement and collaborate to implement changes.

Skills

Financial Planning

Retirement Planning

Investment Planning

Budgeting

Saving Analysis

Spending Analysis

Social Security Strategies

Program Enhancement

Policy Evaluation

Client Relationship Management

Coaching

Training

Communication

Collaboration

Problem Solving

Education

Bachelor's degree

CFP Designation

FINRA Series 7

FINRA Series 65

Job description

• Develop personalized and comprehensive goal-based Financial Plans for advisors and senior advisors to deliver to their clients
• Provide advice which includes, but is not limited to, retirement planning, investment planning, budgeting, saving, and spending analysis and Social Security claiming strategies
• Update financial plans each year, or when a life event occurs, for managed clients in Retirement Advisory Service
• Continually support the Advisors and other associates with investment and financial planning related training and coaching
• Help clients facing associates better navigate client conversations about various complex financial planning topics
• Contribute suggestions for program enhancements, ensure up-to-date knowledge of and fluency in new capabilities related to investments advice, financial planning, and financial education
• Identify areas for improvements, evaluate existing policies, and partner with peers and management to offer suggestions for change

Requirements

• Bachelor's degree or the equivalent combination of education and relevant experience
• 5+ years of total relevant work experience
• CFP designation – Must be current and active to be considered for this role
• FINRA Series 7 and 65

Core Competencies

Demonstrates expertise in developing personalized financial plans, including retirement and investment strategies, while providing training and support to advisors. Holds essential certifications and possesses extensive experience in financial planning and client relationship management.

Highest-signal resume keywords

• CFP Designation
• FINRA Series 7
• FINRA Series 65
• Financial Planning
• Retirement Planning

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Retirement Planning
• Investment Planning
• Budgeting
• Saving Analysis
• Spending Analysis
• Social Security Strategies
• Program Enhancement
• Policy Evaluation
• Client Relationship Management

Soft Skills

• Coaching
• Training
• Communication
• Collaboration
• Problem Solving

Certifications & Qualifications

• CFP Designation
• FINRA Series 7
• FINRA Series 65

Industry Keywords

• Financial Plans
• Investment Advice
• Financial Education
• Client Conversations
• Life Event Planning