Senior Financial Planner

Jobtailor; Arizona; On-site; USD 65,000 - 90,000; Full time

Job summary

Jobtailor is seeking a Paraplanning support role to assist with comprehensive financial plans and client interactions. You will collaborate with the Paraplanning team, present plans professionally, and stay current on wealth planning concepts and industry trends.

This position emphasizes coordination with advisors to enhance client satisfaction and plan utilization. The role requires strong MSPY skills, CFP readiness, and experience with planning software to craft detailed financial strategies

Qualifications

• Bachelor's Degree in Business, Finance, or equivalent experience.

Responsibilities

• Support advisors in all aspects of financial plan design and analysis

Skills

CFP Certification

Plan Development

EMoney Proficiency

MoneyGuide Proficiency

RightCapital Proficiency

Interpersonal Skills

Office Proficiency

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

CFP Preferred

Tools

EMoney

MoneyGuide

RightCapital

Job description

• Support advisors in all aspects of financial plan design and analysis
• Cultivate advisor relationships to drive client satisfaction, continued utilization, and retention of planning services
• Follow Paraplanning team standards
• Communicate and align expectations with advisors based on their preferences and needs
• Collaborate with teammates during the plan development process
• Professionally present completed financial plans
• Maintain knowledge of personal financial planning concepts, current developments, and industry trends
• Identify advisor needs and refer opportunities to business partners including Client Experience, High Net Worth Services, and Tax Planning
• Maintain knowledge of Wealth Planning offerings
• Engage advisors through onboarding, integration, and the ongoing advisor relationship with Paraplanning Services
• Build positive working relationships across the team and Comprehensive Advice business units

Requirements

• Bachelor's Degree in Business, Finance, or equivalent experience
• CFP® strongly preferred
• Equivalent experience or working towards CFP®
• 5+ years of financial services experience
• 3+ years of experience developing and presenting comprehensive financial plans
• Experience with eMoney, MoneyGuide, or RightCapital
• Understanding of personal financial planning, including retirement, personal wealth management, risk management, and education planning
• Ability to prioritize and handle multiple tasks simultaneously
• Interpersonal and collaboration skills
• Proficiency in Microsoft Office suite
• Effective communication, organizational skills, and attention to detail

Core Competencies

Demonstrates expertise in financial plan design and analysis, with a strong focus on personal financial planning concepts and effective communication with advisors. Proven ability to build relationships and collaborate across teams to enhance client satisfaction and retention.

Highest-signal resume keywords

• CFP® Certification
• Financial Plan Development
• EMoney Proficiency
• Microsoft Office Proficiency
• Interpersonal Skills

ATS Optimization Keywords

Hard Skills

• Financial Planning
• Risk Management
• Wealth Management
• Retirement Planning
• Education Planning
• Comprehensive Financial Plans
• Client Relationship Management
• Task Prioritization

Soft Skills

• Effective Communication
• Organizational Skills
• Collaboration Skills
• Attention to Detail

Certifications & Qualifications

• Bachelor's Degree in Business
• Bachelor's Degree in Finance
• CFP® Preferred

Industry Keywords

• Financial Services
• Paraplanning
• Client Experience
• High Net Worth Services
• Tax Planning

Tools & Technologies

• EMoney
• MoneyGuide
• RightCapital