Financial Planner - Financial Plan Writer

The Financial Planner role with Quaker Wealth Management provides comprehensive financial planning support to advisors and clients including data gathering, in-depth analysis, case design, scenario building, financial plan development, and supporting recommendations and plan implementation.

Duties & Responsibilities

Oversee the financial planning process and systems:

• Lead, oversee FP Dept. by aligning quality goals and revenue goals of firm.
• Review the firm financial planning process, strategies, and systems, including technology, to ensure they are current with firm needs and strategies, the needs of the clients, and standards set by the Certified Financial Planner Board of Standards, Inc.
• Conduct periodic planning team meetings to promote collaboration on and learning of financial planning strategies and techniques.
• Collaborate with colleagues on the implementation of process improvements and special projects as needed.
• Oversee and manage plan delivery including overall case preparation.
• Train, develop, and mentor future financial planners.

Provide support for the financial planning needs of clients including:

• Conduct research as needed and work with client’s other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses.
• Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows, etc.
• Identify areas of opportunity for clients based on financial planning analyses.
• Create drafts of financial plans.
• Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis).

Qualifications

• Bachelor’s degree preferably in business, accounting, finance, economics or related experience.
• The ideal candidate will have a minimum of three years of overall advisory experience in an investment management and/or financial advisory service firm, with a demonstrated ability to manage financial plan development and execution with client implementation.
• CFP designation preferred, or willingness to obtain.
• Series 65 license (required).
• Proficiency in Microsoft Office; experience with various financial planning (eMoney and Precise FP preferred), CRM (Redtail preferred), portfolio management (Black Diamond preferred), and document management software.
• Experience with tax and estate planning software (Holistiplan, etc.) is preferred.

Other Skills & Experience

• Has a deep understanding of RIA channel and independent financial advice delivery channel.
• Financial planning/wealth management acumen, judgment and experience.
• Solid strategic thinker, creative problem solver and competent decision maker.
• Demonstrated ability to drive execution and results.
• Superb executive communication skills—internal and external.
• Demonstrated ability to drive bottom line results and productivity.
• Possesses a passion to help new and existing clients.
• Continuously exhibits personal integrity and professional initiative.
• Reliable, follows through on commitments, does not shrink from new challenges.
• Must be organized, detail-oriented and able to manage and prioritize tasks.
• Demonstrates a commitment to accuracy by delivering high-quality work.
• Collaborative and able to work effectively with others.
• Flexible team player who is highly adaptable to change and open to new ideas.
• Demonstrated ability to work successfully in an entrepreneurial, small company environment.
• Uphold firm’s purpose, vision and values.

This is not a sales position.

Competitive compensation, between $65,000 and $85,000, based on experience, plus bonus potential.

Benefits include:

• Retirement plan (401k and Roth 401k) with employer contributions
• Medical
• Paid time off and holidays
• Continuing education opportunities and career advancement
• Sponsorship towards advanced designations

This is an in-office position with limited remote work opportunities and only available once fully trained.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Pay: $65,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement

Work Location: In person

Salary : $65,000 - $85,000