What are the responsibilities and job description for the Financial Planner position at Creative Planning?
The
Financial Planner
interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients.
We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.
JOB DUTIES
Participates and conducts client meetings
Prepares the Financial Planning recommendations
Collaborates with members from each business line to best serve the client
Manages accuracy of internal Client Relationship Management (CRM) software
Implements Financial Planning recommendations
Monitors the Financial Plan and communicates with clients
Updates Financial Planning recommendations
Grey/overlapping tasks between department areas
All other duties as assigned
REQUIRED EXPERIENCE / QUALIFICATIONS
CFP® Certificant
Relevant Educational Background (Finance, Accounting or Business Administration)
3 years financial services industry experience
Pass internal exams - Profiles/Dashboards
Series 65 (or equivalent) attained within 120 days
PREFERRED EXPERIENCE / QUALIFICATIONS
Previous financial planning experience
TECHNICAL SKILLS
Microsoft Office proficiency
Keen attention to detail