What are the responsibilities and job description for the VP, Financial Planner position at Enterprise Bank & Trust?
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there’s no stopping you!
Job Title
VP, Financial Planner
Summary
Job Description:
VP, Financial Planner's primary role is to develop, present, implement and monitor comprehensive, customized financial plans for Wealth Management clients. The VP, Financial Planner will work closely with Wealth Advisors, Trust Officers, and the Portfolio Management team in providing thoughtful solutions and exemplary service to Wealth Management clients.
Essential Duties And Responsibilities
Qualifications
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.
Together, there’s no stopping you!
Job Title
VP, Financial Planner
Summary
Job Description:
VP, Financial Planner's primary role is to develop, present, implement and monitor comprehensive, customized financial plans for Wealth Management clients. The VP, Financial Planner will work closely with Wealth Advisors, Trust Officers, and the Portfolio Management team in providing thoughtful solutions and exemplary service to Wealth Management clients.
Essential Duties And Responsibilities
- Create and present comprehensive, customized financial plans and budgets for high-net-worth households.
- Assist Wealth Advisors, Trust Officers and Portfolio Managers with financial plan implementation and monitoring for high-net-worth clients
- Assist Wealth Advisors, Trust Officers, and Portfolio Managers on prospecting efforts
- Develop and present financial planning education for Enterprise associates and clients
- Develop strong referral and working relationships across all Enterprise Bank business units
- Stay current on tax policy and potential regulatory changes. Proactivity develop and communicate new financial planning strategies when applicable.
- Maintain financial planning system database with client facts, investment risk and return assumptions, and all data needed to complete financial plan.
- Create or update financial planning procedure documents when appropriate.
- Maintain knowledge of trust policies.
- Assist with annual regulatory Exams and Audits
- Perform other duties as assigned.
Qualifications
- Experience recommending value added financial Plans and tax planning strategies to high-net-worth clients
- Comprehensive knowledge of all topics related to Financial Planning, Retirement Planning, and Tax Planning
- Understanding of trusts and trust administration
- Understanding of investment portfolio construction and investment risk
- Excellent attention to detail
- Excellent written and verbal presentation skills
- Excellent understanding of financial planning software.
- Excellent time management and organizational skills
- Sound business discretion, good judgement, and excellent problem-solving skills.
- None
- A minimum of five years’ experience providing comprehensive financial planning to high-net-worth households.
- Bachelor’s degree in Finance, Accounting, Economics, Business or related field.
- Expert with Financial Planning Software (eMoney or MoneyGuidePro)
- Proficient with Microsoft Word, PowerPoint and Excel
- Proficient with CRM tools (Salesforce)
- CPA or CFP designation required.
Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com.
Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click HERE.