Financial Planner

Creative Planning; Walnut Creek (CA); On-site; USD 85,000 - 130,000; Full time

Job summary

Creative Planning seeks a Financial Planner in Walnut Creek, CA to work with clients daily, gathering and analyzing information to develop and implement comprehensive financial plans. You will collaborate with Wealth Managers to deliver tailored advice and monitor client progress, adjusting recommendations as needed.

You will handle planning presentations, ensure CRM accuracy, and stay aligned with firm standards while serving clients effectively.

Qualifications

• 3 years financial services industry experience.
• Educational background in Finance, Accounting or Business Administration.
• Pass internal proficiency exams.
• 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

Communication skills

Analytical thinking

Team collaboration

Education

Finance/Accounting/Business Administration degree

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 proficiency exams
• Series 65 (or equivalent) attained within 120 days