184 applicants

Company

Wealth Enhancement · 1 day ago

Financial Planner

United States

Full-time

Remote

Mid Level

$70K/yr - $90K/yr

3+ years exp

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Responsibilities

Support the Financial Advisor with the creation of customized financial plans

Organize client’s financial documentation and information as necessary

Provide an accurate summary of clients’ personal information, current financial position, and asset allocation

Review and summarize insurance, estate plan, and tax returns details

Create financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning tools

Communicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial plan

Identify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peers.

Complete Financial Plan for delivery to client

Record notes and pertinent details in SalesForce regarding client communications, inquiries, and actions related to the planning request as necessary

Participate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the client

Participate in the research and response of general technical planning inquiries from Advisors and other team members

Support the Team with the creation and/or maintenance of Advisor and Client resources and collaterals

Identify resource requirements and details

Research and identify necessary data and incorporate as necessary

Format in clean, professional manner for review and approval by applicable parties

Support team and company initiatives and participate in WEGs “all sharing” collaborative culture.

Participate in the planning and implementation of corporate/team initiatives

Attend and participate in Micro-Monday sessions and other company meetings

Provide timely responses to questions

Contribute positively to problem solving

Provide Training support to peers and new team members

Qualification

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Financial PlanningCFPCPAEAMicrosoft Office SuiteSalesforceFinancial Planning Technology

Required

Bachelor's Degree in business; finance, economics or related

3+ years in Financial Services

Superior verbal and written communication skills.

Proficient with Microsoft Office Suite or related software.

Familiarity with Salesforce and Support Org functionality

Proficiently uses financial planning technology

Preferred

CFP, CPA, EA, JD, MBA, or other advanced designations

Benefits

Training and professional development

Medical, dental and vision coverage

401k – with match and profit sharing

Health care spending and savings accounts

Dependent care and transit spending accounts

Wellness programs and resources

Life and AD&D insurance – employer paid and voluntary options

Short-term and long-term disability – employer paid

Employee assistance plan

Accident and critical illness

Pet insurance

Identity theft

Paid Time Off

12 paid holidays each year

Paid parental leave and paid caregiver leave

Tuition reimbursement

Company

Wealth Enhancement

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

Founded in 1990

Plymouth, Minnesota, USA

501-1000 employees