Financial Planning Consultant
Job purpose
Primary responsibility is to assist financial planners with the entire case design process from data entry to plan analysis and recommendations to financial plan approval. Also acts as the liaison between financial planners at the firm and the product specialists. The FP consultant will also engage in client facing engagements when called for. Data entry may be completed by the Financial Planning Coordinator.
Duties and responsibilities
Use financial planning software to enter client data, calculate solutions, and creatively explore options to implement plans in strict time constraints.
Integrate financial planning concepts into specific actionable advise for clients.
Manage work flow between planner and product specialists.
Perform case analysis tasks, including examining data, reviewing and interpreting financial statements, running hypothetical illustrations, and preparing visual aids for client meetings.
Prepare correspondence and track financial plan progress.
Gather and/or verify information for client meetings and participate in client meetings as requested.
Assist planners with plan analysis, plan design and development of a client strategy.
Research new financial solutions that may be relevant in use with software or the financial planning process and make recommendations to Financial Planning Director.
Assist Financial Planners by identifying possible quality improvement and efficiency solutions for their business.
Support the department with other initiatives as determined by the Financial Planning Director. This includes, but is not limited to: marketing, presentations, training and disseminating information.
Promote the financial planning value proposition in the firm.
Maintain licensing, registration, continuing education and financial planning requirements.
Qualifications
FINRA Series 6 or 7 licensed
Life and Health insurance license
IAR registered
3+ years experience in the financial planning industry
CFP or other advanced financial planning designation preferred
Proficient in financial planning software, eMoney preferred
Proficient understanding of financial planning and its components
Ability to work independently while impacting team results
Excellent communication skills
Outstanding writing and research skills
Highly organized to meet concurrent project deadlines
Ability to assimilate new data quickly.
About MY HR:
MY HR is an award-winning, woman and minority-owned firm based in Atlanta. We specialize in providing full-service professional HR services, and are proud to be an equal opportunity employer. With a commitment to excellence and a focus on diversity, we strive to help businesses of all sizes achieve their human resources goals.
Follow us for more info:
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MY HR is an award-winning Full-Service Professional Human Resources Consulting firm offering Staff Augmentation, Project and SOW staffing, Permanent Placement, Recruitment Process Outsourcing (RPO), Payroll Services, and full range HR Services including compliance, training, and workforce development. With our personal touch, we help small to mid-sized companies as well as Fortune 500 companies grow and strengthen in the HR area by providing customized HR solutions.
Check out our website: myhrmgmt.com
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