Financial Planning Consultant

Position Title:Financial Planning Consultant

Reports to: Sr. Vice President

Department: Simplicity Wealth: Planning

Location: 86 Summit Ave, Summit NJ07901(in-office)

Classification: Full-time/Exempt

Summary / Job Objective: We have a current opening for our internal Financial Planning Team. We are seeking an individual who is a strong relationship builder with great communication skills and a problem-solving mindset, that thrives in a fast-paced and evolving organization. Our ideal candidate is self-motivated, a proactive tech savvy learner, consistently performs at a high level under variable workloads, and has a passion for making a positive impact on client’s lives. You will have exposure to all areas of financial services with a primary focus on creating Investment Proposals and conducting portfolio analysis for affiliated Advisors using our proprietary technology platform.

Essential Job Functions: Inbound and outbound Client Service, Financial Holdings Analysis, Investment Proposal Generation & Planning, and Advisor Coaching & Training.

Primary Responsibilities:

· Meets with affiliated Advisors to collect client information and build strong relationships (Phone/Video)

· Works with affiliated Advisors in ensuring the proper forms are collected pre/post client meeting

· Will be the primary interface between affiliated Advisors responsible for analyzing sensitive client information and inputting it into the Simplicity Wealth Platform

· Services all planning related requests with a focus on providing high quality and timely client experience

· Extensively communicating with internal and external clients using email and phone

· Collaborates, Coaches, and answers Advisor questions via e-mail, video, and phone

· Conducts educational Webinars to continue to educate and teach Advisors Planning best practices.

· Handles inbound calls to the Planning Team and addresses and resolves any Advisor needs

· Handles Quality Assurance related to the Wealth Proposal as Tech is regularly updated

Qualifications:

· Bachelor’s degree or higher

· Prior experience in a Financial Services capacity (RIA, IAR, Bank, Broker Dealer, Annuity, Life)

· Must be Tech Savvy: Strong Proficiency in Google Office Suite (Excel, Word, Drive, eMail, etc)

· Series 65, CFP, CHFc or willingness to obtain any of these is a plus (Company Sponsored)

· Passionate about the client experience and the financial services industry

· Favors direct communication & possesses an ability to receive constructive feedback

· Able to uphold the firm’s purpose, vision, and values high ethical standards.

Core Competencies:

· Strong organizational, prioritization, interpersonal & time management skills

· Strong mathematical and analytical skills

· Excellent communications skills; both verbal and written

· Collaborative and able to work effectively with others

· Flexible team player who is highly adaptable to change and open to new ideas

· Personable attitude and willingness to build relationships with Advisors

· Desire to learn a wide array of subject matter

· Self-starter with ability to work independently

· Problem-solving/troubleshooting ability

· Ability to prioritize and/ or seek assistance in determining task priority

· Willingness to take initiative and proactively follow up with clients without being asked

Compensation & Benefits:

Compensation (based on experience)

• Base salary: $65,000 - $80,000 based on experience and licenses
• This is an exempt position
• Annual performance bonus target: 10%

Benefits

• Employee benefits (medical, dental, vision, life insurance, other)
• 401k with employer match
• Paid Time Off
• Paid parking

Location: 86 Summit Ave, Summit NJ07901; this role is an in-office position