Financial Planning Analyst, Tax Channel

Cetera Financial Group; Dubuque (IA); Remote; USD 86,000; Full time

Job summary

A leading financial services firm is seeking a Financial Planner to manage high-net-worth clients. The role involves developing client relationships, analyzing financial data, and creating comprehensive financial plans. Ideal candidates will possess a Bachelor’s degree and CFP certification, with strong analytical and computer skills. This position offers a competitive salary and the potential for remote work.

Qualifications

• Bachelor’s degree or equivalent from a four-year college.
• CFP certification required.
• Two to four years of related experience.

Responsibilities

• Serve as the lead planner/project manager for assigned clients.
• Analyze data for planning opportunities and recommendations.
• Develop, review, and approve deliverables for client meetings.

Skills

Strong computer skills

Financial analysis

Education

Bachelor’s degree

CFP certification

Tools

MS Word

Excel

CRM database

PowerPoint

Job description

We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will develop ongoing relationships with the client’s Financial Planning Consultant and CPA, reviewing each client’s financial situation, making observations and recommendations, and taking ownership of the planning process. The role involves developing a comprehensive knowledge of the client's financial situation, identifying planning opportunities, and ensuring implementation. The Financial Planner may also work with prospects and support relationship development with new or prospective clients.

Essential Duties & Responsibilities

The major responsibilities of the position are listed below. To perform successfully, the individual must be able to execute each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

1. Serve as the lead planner/project manager for an assigned client/prospect base.
2. Coordinate with clients regarding planning needs, relationship development, and deliverable/solution development for clients and meetings.
3. Organize and lead the creation of deliverables/solutions as agreed with the financial advisor, collaborating with other areas as appropriate.
4. Enter client data into financial planning software.
5. Analyze data for planning opportunities and recommendations.
6. Develop, review, and approve deliverables for client meetings, including but not limited to:

• Balance Sheet/Net Worth Statement
• Cash Flow Analysis (including Social Security recommendations)
• Income Tax Analysis

Perform other duties as assigned.

Education & Experience

• Bachelor’s degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training.
• Four years of related experience and/or training required.
• Strong computer skills with MS Word, Excel, CRM database, PowerPoint, email, and internet usage.

Certificates, Licenses, or Registrations

• The CFP certification is required.
• One or more of the following is preferred: CPA, CFA, or ChFC.

Physical Demands & Work Effort

• Keying/typing, standing, walking.
• Sitting for extended periods.
• Constant mental and/or visual attention; work may be repetitive or diversified, requiring constant alertness in an office environment.
• The job is typically performed under comfortable working conditions; any disagreeable elements are generally absent during normal performance.
• Compliance with company attendance standards.

Compensation

The base salary for this role is $86,000. Compensation packages are based on various factors including skill set, experience, certifications, and office location. Compensation may differ by location due to labor cost considerations.

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