- Professional
- Ufficio in Plano
Job Title: Financial Planner
Position Summary
The Financial Planner is responsible for managing client relationships as a Lead Planner working alongside the Advisor. This includes communicating with the client and their team of professionals as well as presenting financial plans and reviews during meetings and collaborating with the Advisor on recommendations and strategies.
Level
Intermediate
Candidate Characteristic/Disposition
The ideal candidate must be service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment. Applicant will require strong communication, interactive skills, and be team oriented. This person also needs to be extremely organized, detailed oriented, and have the ability to multi-task on a daily basis.
Essential Functions Statement(s)
- Very proficient in eMoney
- Develop a general understanding of how to use other firm platforms such as our CRM, Portfolio Management software, Schwab and Fidelity.
- Learn The SFMG Way and follow firm processes
- Verify accuracy of data entry for all new plans and reviews
- Develop strategies or solutions for achieving client goals and objectives
- Present financial plans and recommended strategies in client meetings
- Very knowledgeable in all topics related to financial planning and wealth management
- Work with clients other professionals (CPA, estate attorney, insurance agent, etc.)
- Direct communication with clients as an additional point of contact
- Attend and participate in weekly Financial Planning team meetings
- Assist with leading quarterly Wealth Management Committee meetings
Skills & Abilities
Education: Bachelor’s degree. Preferred field of study: Financial Planning, Finance, Accounting
Experience: 3-5 years in the financial services industry
Computer Skills: Preferred but not required: Microsoft Office Suite (Outlook, Word, Excel, One Note, Teams), eMoney Advisor
Job Status: Full time
FLSA Status: Exempt
Position Eligible for Telework: Yes
Department (Team): Financial Planning
Work Schedule:
M-F; hours may vary by day between 8:00AM – 5:00PM
This position is located in Plano TX.
Competitive compensation based on experience. Strong benefits with health insurance, dental insurance fully paid by the employer for employee coverage and 401k and match available.
Reasonable Accommodations Statement
To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodation may be made to help enable qualified individuals with disabilities to perform the essential functions.
Instructions for applying for this position:
Please submit a cover letter and resume in Word or PDF format. Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions, or your resume will be rejected. Thank you.
