Job Description
The Financial Planner position primarily focuses on maintaining and adding value to existing client relationships, as well as interacting with other professionals in a team-based structure. This is an ideal position for someone who enjoys working in a team environment with a wide range of clients and has the experience and planning knowledge to make each relationship valuable.
Analyzing clients’ financial data gathering to provide
Advisors with financial planning recommendations
Attending client meetings as subject matter expert for specific planning topics
Assisting with the creation, delivery, and implementation of complex financial plans for clients
Researching of specific financial planning topics
Administer and maintain client information across various Financial Planning Software
Develop, implement and maintain policies and procedures for the department
Communicate with Advisors on best practices on financial planning subjects
Keep Advisor team up to date on current events related to financial planning
Provide comprehensive financial planning strategies that include but are not limited to the following:
- Estate Strategies
- Tax Planning
- Retirement Planning
- Cashflow Analysis
- Social Security Planning
- Pension Analysis
- Stock Options
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- Comprehensive knowledge of topics related to financial planning
- Experience in financial planning software (MoneyGuidePro & WealthStudios, eMoney, Holistiplan, Salesforce)
- Experience with excel and Adobe
- Strong interpersonal aptitude and solid work ethic
- Exemplary written and verbal communication skills
Nice to Have Skills & Experience
- CFP Certification required
- Additional designations a benefit (CPA, EA, JD)
- Bachelor’s degree
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.