Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Sr. Financial Planner will support Financial Advisors by developing comprehensive financial plans, providing technical expertise, and mentoring new team members.
Responsibilities
- Support the Financial Advisor with the creation of customized financial plans
- Organize client’s financial documentation and information as necessary
- Provide an accurate summary of clients’ personal information, current financial position, and asset allocation
- Review and summarize insurance details
- Review and summarize estate plan details
- Review and summarize tax returns details
- Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools
- Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan
- Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers
- Complete Financial Plan for delivery to client
- Record notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessary
- Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client
- Participate in the research and response of general technical planning inquiries from Advisors and other team members
- Provide subject matter expertise (SME) & support
- Proactively share expertise and knowledge via various forums
- Identify resource requirements and details
- Research and identify necessary data and incorporate as necessary
- Format in clean, professional manner for review and approval by applicable parties
- Participate in the planning and implementation of corporate/team initiatives
- Attend and participate in Micro-Monday sessions and other company meetings
- Provide timely responses to questions
- Contribute positively to problem solving
- Provide Training support to peers and new team members
Skills
- Bachelor's Degree in business; finance, economics or related
- 7+ years in Financial Services
- Superior verbal and written communication skills
- Proficient with Microsoft Office Suite or related software
- Familiarity with Salesforce and Support Org functionality
- Proficiently uses financial planning technology
- CFP Required
- Demonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferred
- CPA, EA, JD, MBA, or other advanced designations are preferred
Benefits
- Training and professional development
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Company Overview
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.