Sr. Financial Planner

Denver, CO
2/21/2019
This position is responsible for financial advisor support, client relationship development and management and wealth management planning.

Essential Duties:
  • Work with our team of advisors to develop consistent, best in class, deliverables for financial plans and consistency in client experiences across all client relationships and advisors
  • Client task management – prepare information for advisors and clients, submit and follow up on necessary paperwork and client requests, regularly update CRM
  • Point person for the assigned advisors financial planning engagements. Meeting attendance, where appropriate
  • Direct communication with clients to gather relevant information for financial planning
  • Responsible for any client follow up required to gather plan data
  • Retirement analysis, insurance analysis, education funding, estate plan review, pension planning, life insurance review, tax strategies
  • Responsible for financial plan presentations with and without advisors present
  • Help evaluate financial planning software as needed
  • Portfolio Management
  • Rebalance client portfolios, as needed by advisors
  • Place trades to raise cash in accounts as needed by clients

Qualifications:

Required Qualifications [Knowledge (Education), Skills and Abilities (KSAs)]:

  • Bachelor’s degree
  • CFP
  • 3-5 years of financial planning experience
  • Able to work with little to no direct supervision
  • Strong proficiency in Microsoft Excel and other Microsoft Office software
  • Detail oriented and well organized
  • Excellent consultative, interpersonal and communication skills