Certified Financial Planner

Wealth Plan Specialist is an integral part of the organization responsible for the creation and maintenance of the Comprehensive Financial Plans for the firm’s clients.

 

Responsibilities & Activities:

 

¨ Demonstrate the Wealth Plan software to potential clients

¨ Prepare and mail introduction packages with an engagement letter, document request, and Wealth Questionnaire

¨ Enter client information into Comprehensive Financial Planning Software

¨ Interact and correspond with clients on documentation and website issues

¨ Assist clients in aggregating their accounts into the system

¨ Generate Wealth Plans

¨ Create PowerPoint presentations summarizing the Wealth Plans for client meetings

¨ Provide annual reviews

¨ Manage clients’ websites and take action to clear any aggregation issues

¨ Provide weekly updates on the status of the Wealth Planning process

¨ Develops and maintains written systems of all their activities

 

 

Knowledge, Skills & Abilities:

 

¨  Requires:

Ø  Extreme attention to detail

Ø  Excellent interpersonal skills

Ø  Excellent attitude and an extraordinary client service orientation

Ø  A genuine interest in serving and caring for other people

Ø  Excellent organizational and time management skills

Ø  A burning desire to succeed

Ø  An ability to handle multiple tasks and handle stress

 Ã˜  NASD Series 7, 63

Ø  CFP Certification