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Central Bank · 4 days ago

Financial Planning Officer

St Louis, MO

Full-time

Onsite

Mid Level

3+ years exp

Central Trust Company provides world-class wealth management solutions, and they are seeking a Financial Planning Officer to guide clients through their financial milestones. The role involves crafting personalized financial plans, engaging with clients, and ensuring compliance with regulatory standards.

FinanceFinancial Services

Responsibilities

Conduct in-depth discovery meetings and financial situation assessments

Create customized financial plans covering retirement, education, insurance, estate, and tax strategies

Present recommendations in a clear, actionable format

Revisit planning regularly with clients, serving as a financial coach and resource at all life stages, cultivating long-term relationships through trust and transparency

Responsible for managing and retaining all relationships and accounts assigned

Be an internal advocate for the value of financial planning, working with client service teams to expand their current client relationships

Serve as a knowledgeable resource for client service teams as financial questions arise, staying informed about trends and updates in the industry

Ensure all planning activities meet regulatory and internal compliance standards

Maintain accurate client records and planning documentation

Uphold the highest standards of confidentiality and ethical conduct