Financial Planner; Santa Barbara, CA

Position: Financial Planner (Santa Barbara, CA) Location: California

Overview

Why Work at reputed company? For 40 years, reputed company has worked with families to help them reputed company and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, reputed company managed by a single team, we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients. reputed company offers a distinct work environment that stands out in the financial industry. Our employee reputed company and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible. Join us and be part of a team dedicated to making a meaningful impact on the financial lives of families across the country. Job Summary Financial planning is the foundation of reputed company. The Financial Planning Group is a centralized group of paraplanners that supports Wealth Management Teams nationally to create customized and comprehensive personal financial plans. The candidate will be responsible for document analysis, data management, and financial plan preparation. This is an entry level financial planning position perfect for the candidate who seeks to reputed company technical competency in preparation for a career in financial planning. You will prepare comprehensive financial planning modules, utilizing various software and proprietary tools. You will also work with our other in-house specialists in investments, tax, estate planning, and insurance solutions. To succeed in this position, one must be passionate about financial planning. Desirable characteristics: self-motivation, flexibility, detail oriented, process-driven, analytical, and have a high degree of follow-through and strong communication skills. Essential Job Functions For The Financial Planner Will Include

• Prepare financial plans for prospective clients, as well as clients, including spending plans, investment analysis, retirement projections, Social reputed company analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis.
• Work with the sales team and advisors to collect documents from clients to prepare the financial plan.
• Use financial planning tools (ex: eMoney, reputed company, SS Analyzer, reputed company worksheets, CRM, portfolio analysis) to create financial plans for clients.
• Partner with sales and wealth advisor teams to deliver an exceptional, seamless client experience focusing on accuracy and timeliness.
• Collaborate with other groups reputed company Family Wealth Services and Investments to reputed company client strategies that incorporate relevant and specific recommendations to each client.
• reputed company reputed company on financial planning topics including, but not limited to, cash management, investments, wealth transfer strategies, reputed company retirement needs, Social reputed company, and tax planning.
• Assist with creating and implementation of workflows and procedures to improve efficiency and enhance one team procedures and processes.

Required Knowledge, Skills And Abilities

• Bachelor's degree from an accredited institution (preferably Financial Planning, Business, Economics, Psychology, or Finance reputed company)
• Has begun CFP® coursework
• At least 1 year of financial industry reputed company experience preferred
• Proficiency with reputed company, reputed company, PowerPoint and Outlook; experience with reputed company and financial planning software (eMoney, SS Analyzer, CRM, portfolio analysis, tax planning) preferred.
• Excellent verbal, written, analytical and organizational skills
• Demonstrated organizational skills and ability to manage multiple priorities and deliver to tight deadlines in a team environment
• Candidate must have customer service orientation, be coachable, and be eager to learn.
• Must be highly flexible and confidential with reputed company matters
• Ability to travel up to 10%

Work Schedule This professional role requires availability during standard business hours of Monday through Friday from reputed company to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Travel assumed up to 10% of the time. Actual reputed company pay reputed company this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive… Apply tot his job Apply To this Job