Financial Planning Officer

Truist Wealth; Birmingham (AL); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Insurance

401(k)

Parental Leave

Tuition Assistance

Job summary

An established industry player is seeking a Financial Planning Officer to enhance client engagement and lead a Financial Advisor team. In this role, you will integrate financial planning tools into the service model, develop client-specific strategies, and conduct presentations on financial topics. This position offers the chance to significantly impact clients' financial futures while working collaboratively with a dedicated team. With a focus on relationship management and strategic planning, this is an exciting opportunity for professionals looking to make a difference in financial services.

Qualifications

• Bachelor's degree or equivalent education and training required.
• Proven track record in relationship management and client service.
• FINRA Series 7, 66 (or 63/65) licenses and insurance licenses required.

Responsibilities

• Develop household balance sheets and cash flow analyses for clients.
• Implement goals-based planning tools to quantify clients' objectives.
• Collaborate with Financial Advisors to determine asset allocations.

Skills

Relationship Management

Client Service

Financial Planning

Writing Skills

Presentation Skills

Education

Bachelor’s Degree

Tools

Microsoft Office

Job description

Join to apply for the Financial Planning Officer role at Truist Wealth.

Responsible for the integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team, as well as client engagement. Provides leadership to the Financial Advisor team, contributing to strategic planning and team training.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following are the essential functions for this role. Other duties may be performed, both major and minor, which are not mentioned below. Activities may change over time.

1. Influence and participate in establishing the strategic direction of the Financial Advisor team to increase revenue, providing clear advice to avoid ad hoc investment products.
2. Develop household balance sheets and cash flow analyses, including long-term retirement income planning. Asset/liability management is key to client planning.
3. Implement goals-based planning tools to quantify clients' objectives by meeting with clients and identifying individualized goals, assessing lifestyle expectations, and pre-retirement planning.
4. Proficiently use firm-provided software to create, plan, and update financial plans.
5. Lead or participate in client presentations on financial planning topics.
6. Identify opportunities to refer clients for estate and financial planning aligned with goal-based tools.
7. Collaborate with Financial Advisors and Portfolio Management Officers to determine appropriate asset allocations based on client goals and cash flow.
8. Work with Product Managers to gain expertise in planning areas like social security and college planning, creating client-facing materials.
9. Regularly update client profiles and plans, conducting annual reviews with Financial Advisors.
10. Identify opportunities to attract assets and promote Truist Bank products and services as appropriate.

Qualifications

Required Qualifications:

• Bachelor’s degree or equivalent education and training.
• Proven track record in relationship management and client service.
• FINRA Series 7, 66 (or 63/65) licenses and insurance licenses.
• Strong writing and presentation skills.
• Ability to effectively present to management, groups, and boards.
• Proficiency in Microsoft Office applications.

Additional Details

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance

Note: The description includes benefits like insurance, 401(k), parental leave, tuition assistance, and more. Also, it mentions related job postings and community insights.