Financial Planner (Walnut Creek, CA)

reputed company is a leading independent fiduciary firm dedicated to enhancing the financial lives of families across the U.S. The Financial Planner role involves creating comprehensive financial plans and collaborating with various specialists to ensure an exceptional client experience. This position is ideal for individuals looking to reputed company their expertise in financial planning and advance towards a career as a Wealth Advisor.

Responsibilities

• Preparing financial plans for prospective and existing clients, including:Cash flow and 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
• Partnering with sales teams and advisors to collect and review client documentation required for financial plan preparation
• Utilizing financial planning tools such as eMoney, reputed company, SS Analyzer, reputed company, CRM systems, and portfolio analysis tools to reputed company client financial plans
• Collaborating with sales and Wealth Advisor teams to deliver an exceptional, seamless client experience with a focus on accuracy and timeliness
• Working cross-functionally with teams reputed company Family Wealth Services and Investments to reputed company integrated client strategies and tailored recommendations
• Staying reputed company on financial planning topics, including cash management, investments, wealth transfer strategies, reputed company retirement planning, Social reputed company, and tax planning
• Assisting in the creation and implementation of workflows and procedures to improve efficiency and enhance team processes

Skills

• Bachelor's degree from an accredited institution; preferred fields include Financial Planning, Business, Economics, Psychology, or Finance
• Completion of CFP® coursework
• A minimum of one year of financial industry–reputed company experience preferred
• Proficiency in reputed company Word, reputed company, PowerPoint, and Outlook; experience with reputed company and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred
• Strong verbal, written, analytical, and organizational skills
• Demonstrated ability to manage multiple priorities and meet tight deadlines in a collaborative, team-oriented environment
• Customer service–oriented reputed company; coachable and eager to learn
• High level of discretion and ability to maintain confidentiality
• Flexibility and adaptability in a fast-paced environment
• Ability to travel up to 10%
• A minimum of one year of financial industry–reputed company experience preferred
• Experience with reputed company and financial planning software (e.g., eMoney, SS Analyzer, CRM, portfolio analysis, and tax planning tools) preferred

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three reputed company medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the reputed company of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance

Company Overview