Financial Planning Specialist

Primary Purpose:

The Financial Planning Specialist will manage the data entry, data gathering, financial plan follow-up, and overall departmental support of Planning Partners. This position will work in coordination with the Director of Planning Partners to provide our advisors a VIP customer experience.

Key Responsibilities and Essential Functions:

• Manage the financial planning software, eMoney & MoneyGuidePro to create the including but not limited to, cash flow projections, insurance reviews, and estate reviews.
• Oversee and manage wealth.com which may include but not limited to the integration of the platform, user management, online access, and troubleshooting needs.
• Partner with advisors to gather data needed to create financial plans and to implement recommendations from plan reviews.
• Track advisor progress updates, as well as client updates.
• Manage weekly workflow of the plans through weekly meetings and check-ins.
• Work closely with the head of Planning Partners to create and maintain plan options.
• Serve as the primary point of contact for advisors and clients on wealth.com estate planning services and resources.
• Commitment to the strategy, development, and growth of Planning Partners department and wealth.com.
• Educate, coach, and train clients and advisors on best practices to improve the financial planning process.
• Commitment to continuing learning and professional development. Hungry to grow understanding of the estate planning, financial planning, tax planning, and retirement planning processes.
• Other special projects and duties as assigned within functional/knowledge area.

Job Specifications:

• Bachelor’s degree in finance, business management or related field, required.
• 2 years of experience in the insurance or financial services industry, required.
• 1 years of experience in financial planning, preferred.
• Active MN Health and Life License, required.
• FINRA registrations – SIE, Series 7, and Series 66, or willingness to obtain within six (6) months of employment, required.
• Experience in MoneyGuidePro and eMoney financial planning softwares, strongly preferred.
• Salesforce and other customer resource management (CRM) software, preferred.
• Familiarity with the basics of tax planning, required.
• Personable, approachable with a positive attitude in providing service excellence.
• Ability to manage multiple priorities and projects; prioritize, triage, and resolve conflict effectively.
• Effective time management, organization, and problem-solving and analytical skills.
• Strong and professional verbal and written communication skills. Active listener.
• Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition and grammar.