Financial Planner Job Description Sample
Minimum Required Skills:
Property Manager, Real Estate, Residential, Excel
If you are a Financial Planner with experience, please read on!
Located in Columbia, MD, we are a financial planning services and investment management company that has been serving the area for 40 years. If you're looking to join a dynamic team, apply today!
What You Will Be Doing
Develop and prepare pre-retirement, retirement, and estate plans for clients
Gather and input data
Prepare documents for financial plans, reviews, and projects
What You Need for this Position
Must be CFP certified or a student in CFP program
MS Office, especially Excel expertise
Excellent interpersonal, written, and verbal skills
Own book of business is a PLUS !
What's In It for You
- Competitive salary DOE and benefits!So, if you are a Financial Planner with experience, please apply today!
Applicants must be authorized to work in the U.S.Please apply directly to by clicking 'Click Here to Apply' with your Word resume!
Looking forward to receiving your resume and going over the position in more detail with you.
- Not a fit for this position? Click the link at the bottom of this email to search all of our open positions.
Looking forward to receiving your resume!
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work
- In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Copyright 1999 - 2018 . CyberCoders, Inc. All rights reserved.
Property Manager, Real Estate, Residential, Excel
- Property Manager, Real Estate, Residential, Excel
At least 2 yearsof related financial planning experience is required
Series 7, Series66 (or 63/65) or ability to obtain in 90 days
CertifiedFinancial Planner™ certification. (CFP®)
Excellentinterpersonal and writing skills to concisely communicate financial concepts ina manner a client or business partner can understand.
Ability tointerpret large amounts of complex and/or unique data and make decisions toensure results are appropriate for the planning situation
Equal Employment Opportunity is not just the law, it's our commitment. Read more about the Equal Employment Opportunity Law.
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This organization is an equal employment opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, this organization expressly prohibits discrimination, harassment, and retaliation on the basis of race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy (including childbirth, breastfeeding or related medical conditions where applicable), sexual orientation, gender, gender identity, gender expression, transgender, marital status, national origin, ancestry, physical or mental disability, requesting a reasonable accommodation based on mental or physical disability, medical condition (as defined by applicable law), genetic history and information, citizenship status, military or veteran status, or any other status protected by federal, state, or local law or ordinance or regulation (collectively referred to here as "protected characteristics").
- ©2016 Teachers Insurance and Annuity Association of America (TIAA), 730 Third Avenue, New York, NY 10017
Strategic Retirement Partners (SRP) is seeking qualified financial planning/financial advisor candidates in its Northeast office (Providence, RI) to help clients save, invest and plan wisely. SRP is a retirement plan focused firm (401k, 403b, etc.) so this candidate will interface with existing retirement plan clients and their plan participants, in addition to existing wealth management clients and prospects. (Note: SRP's broker/dealer and RIA are Kestra, so this job may appear under the "Kestra" heading, but the job is with SRP in Rhode Island)
Expertise in portfolio construction and investment analytics, as well as planning and advice skills, presentation and client service skills. Securities licenses required (ex: Series 65, Series 7). CFP Certificate holders, and other advanced industry-specific educational achievements are a plus. College degree required.
Join a vibrant, growing team of professionals. This is not a commission-only sales position, and there is an existing client base to work with. Competitive benefits include 401(k) match, health insurance, vacation pay, etc. A great team environment.
Accounting Manager / Financial Planner
Prepare business unit's financial projections and measure accuracy of projections against actual financial performance. Perform detailed analyses which help senior management identify inefficient processes and or/business practices and their associated financial impact.
Run monthly proformas to project future profitability and cash flow needs. Load monthly general ledger actuals and go-forward revenue/cost-to-complete assumptions into proformas to generate Community Life Profit and Loss Statements, financial plan projections, and impairment calculations/lot recoveries. Discuss potentially impaired communities and mothball candidates with senior management.
Prepare all required information for the Monthly Area Operating Statistics Report (AOSR) Call including the following: explanations of deliveries and profit variances against the most recent financial plan and previous Monthly Call, estimated impairments and walk away costs, revised Schedule 19 inventory balances, impairment reversals, revised direct margin, and estimated housing revenue.
Review monthly financial statements to determine cost allocations, impairment reversals, CSDs, etc. are correct and communicate all potential discrepancies to the Controller.
Review white books prepared by Land Acquisition and validate proforma assumptions (i.e., revenue, cost, absorption, etc.).
Prepare tri-annual financial plan.
Establish financial plan calendar and coordinate meeting/due dates with Department Heads and Community Managers.
Perform thorough review of overheads with various department heads. Analyze business needs and identify areas where overheads are excessive (or deficient).
Build new financial plan schedules and revise existing templates to accommodate requests made by Corporate Budgeting Team.
Analyze plan-to-plan variances and provide explanations for material changes to revenues, direct costs, indirect costs, overheads, and/or contracts, starts, and deliveries (CSDs).
Assist Accounting Team with the loading of financial plan overhead budgets into the job cost module and facilitate seamless transition of business plan to accounting by providing revised Buildable Acreage Allocation Method (BAAM) calculations, revised budget projections, etc.
A bachelor's degree in Accounting/Finance from a four-year college or university is preferred along with 5-7 years of experience in general ledger accounting, financial planning/budgeting. JD Edwards experience a plus.
K. Hovnanian Companies, LLC, a subsidiary of Hovnanian Enterprises, Inc., a well-respected publicly traded company, is committed to providing an environment and programs that help our associates flourish. You can look forward to professional support and extensive benefits—including medical/dental/vision coverage, discounts on mortgages and home appliances, and a 401(k) plan. To learn more about us, visit www.khov.com/careers.
Search Firms Please Read Carefully:
K. Hovnanian Companies, LLC is not accepting unsolicited assistance from search firms for this employment opportunity. Please, no phone calls or emails. All resumes submitted by search firms to any associate at K. Hovnanian via email, the Internet or in any form and/or method without a valid written search agreement in place for this position will be deemed the sole property of K. Hovnanian. No fee will be paid in the event the candidate is hired by K. Hovnanian as a result of the referral or through other means.
Financial Merchandise Planner
The Financial Merchandise Planner is responsible for planning shows to maximize sales including proper alignment of items and product stories, cross selling opportunities, item rotation, and cross promotion opportunities.
What you'll do
Scripts and releases show runs in the show scheduling tool in accordance with planning release timeline.
In accordance with the planning rules, the show planner will ensure the rotation between item airtime and exposures maximizes sales.
Applies action found in item in terms of promotional pricing handles and markdowns.
Creates show and item stories designed to maximize sales including on-air graphics.
Drop down boxed in the show run in order to properly communicate the stories on-air via graphics.
Works with the financial planner on the following:
Execution of airtime vision for key items and future scripts items.
Maximize sales on the same day as shows air by troubleshooting and revising as needed.
Partners with buyers/sales managers/show hosts to execute and deliver for proper on-air execution and show positioning.
Works with financial planner and buyer to identify show opportunities to maximize sales and airtime.
Serves as a point of communication to the call center forecasting team to communicate show run changes and challenges.
What you'll need to succeed
1-3 years inventory planning experience in merchandise/merchandising/marketing environment preferred. Retail store/department management experience is a plus
Demonstrated experience in a PC/Windows environment, Microsoft Suite (Word, Excel, Outlook, Explorer).
Analytical, organizational and communication skills required.
Ability to work in a fast paced environment and adapt quickly to change.
Bachelor's degree or equivalent business experience required.
Benefits – What you'll get
401(k) match, Health, Dental, Vision, Life insurance, Paid Time Off
Team member discount
Casual dress, 7 days/week
Financial Planner And Relationship Manager
Oversees general administration of client relationships and performs wide variety of responsibilities related to serving clients. Manages all administrative aspects of portfolio of Wealth Management accounts. Provides comprehensive financial planning services to existing and prospective Wealth Management clients
Manages assigned client relationships, including all aspects of opening, administering, and closing of client accounts.
Assists clients in person, via telephone, and by email with any ongoing client service activities, including requests for, or changes to, account information and Bank services, as authorized; takes lead service role with certain clients.
Oversees set-up of new clients with portfolio on trust accounting system to ensure accuracy of mailings, tax reports and statements, and account information.
Provides clients with objective, comprehensive, and needs-based advice for building and preserving wealth and transferring to future generations.
Uses sophisticated planning software and other resources to create client presentations.
Identifies and escalates opportunities for process improvement.
Assists, as requested, with business development opportunities.
Engages with other lines of business within Bank to fully serve clients financial needs.
Participates in required annual Administrative Reviews of accounts.
Provides expertise, guidance, and skill development support to other team members.
May directly supervise work of Client Service Associates and/or Senior Client Service Associates.
Performs additional duties, as assigned.
Bachelors degree in business, finance, or related field. MBA preferred.
Certified Financial Planner (CFP®) certification.
Completion of multi-year Trust School program preferred.
Certified Trust & Financial Advisor (CTFA) designation preferred.
Minimum 7 years experience in financial services, including:
2 years as a financial planner.
3 years of direct client management.
Proven analytical and decision-making skills, with effective problem resolution.
Excellent communication skills, both verbal and written, including proper business letter and email writing.
Excellent client service skills.
Strong computer skills, including office software such as word processing, spreadsheet, and presentation applications.
Ability to prioritize, juggle a variety of tasks, and interact with staff at all levels.
Attention to detail.
Positive attitude, team player, and willingness to accept new assignments and pitch-in.
Valid drivers license.
Working Conditions/Physical Demands:
Normal office environment.
Frequent sitting and standing at a desk.
Heavy keyboard use.
10% - 15% driving time.
Advanced Financial Planner
Serve as the primary contact with individual clients concerning comprehensive personal financial planning to corporate executives, business owners and other high net worth individuals;
Responsible for assessing client needs, developing strategic recommendations, and executing agreed upon planning projects through to completion.
Primary liaison to tax team to collaborate on tax planning and compliance projects to ensure client objectives are met in an effective and efficient manner
Support the Wealth Advisors and Portfolio Manager in the preparation of various reports for clients in the areas of cash flow planning, investment allocation, investment performance, estate flowcharts, etc.
Assists in achieving revenue goals by demonstrating expertise in internal meetings with referral partners and networking externally.
Must be passionate about staying on the cutting edge of planning strategies and industry trends.
Consistently follows procedures to be complaint.
- Related work experience of seven
- years preferred;
Estate/gift planning design and implementation
Strong working knowledge of Excel and other Microsoft Office tools;
Attention to details critical, strong organizational and multi-tasking skills;
Excellent written and verbal communication skills with emphasis on ability to effectively question and listen to clients and facilitate effective planning meetings
Ability to maintain a high level of confidentiality;
Enthusiastic and positive approach to problem-solving and client service;
Embraces the opportunity to mentor younger team members
Innovative thought processes and pro-active time management and task completion follow-through.
Understands and embraces risk management, compliance, and regulatory matters.
Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.
Undergraduate Degree in Business (Accounting a plus)
CPA®, JD, CFP®, PFS®, or related credentials strongly preferred
Experience with Schwab Institutional, eMoney Advisor, Black Diamond, Tamarack, and other financial planning software tools is a plus
NC life and health license
You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.
Experience RSM US. Experience the power of being understood.
RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req4209
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req4209
Location: 300 South Tryon Street, 15th floor, Charlotte, NC US
Region: Southeast Region
Job Category: Wealth Management
Employment Type: Experienced
Degree Required: Bachelor
Financial Planner - Wealth Management Firm (29028)
Mercer Advisors is a total wealth management firm that provides comprehensive financial planning and investment management services. Dedicated to improving the lives of our clients both today and through their retirement, we help them to develop a clear vision of their life goals. We then support their journey by providing comprehensive and coordinated wealth management advice that encompasses all areas of their financial life. Our staff of over 200 in 23 offices coast-to-coast includes financial advisors, attorneys, CPAs, investment experts, and other skilled and talented professionals who want to create a life of choices and freedom for each and every client. Be a part of a growing company and discover your potential. The first step to furthering your career begins here.
The Financial Planner assists the Branch Manager in reviewing, analyzing and delivering financial planning modules to clients. Working with the Branch Manager, Client Advisors, Client Associates, Client Administrators and Regional Vice Presidents, the Financial Planner is an integral member of the branch client service team.
Essential Job Functions for the Financial Planner will include:
Providing advanced planning support to Client Advisor and Branch Manager in the areas of investments, tax, pension, estate, insurance and general financial planning
Supporting in servicing clients by preparing for meetings, developing presentation materials and providing reviews and ad hoc reporting
Managing the financial planning workflow to support the Client Advisor and Branch Manager's commitments to clients and meet post client meeting delivery deadlines
Establishing and developing strong relationships with clients and participating in client meetings with Client Advisor and Branch Manager or independently
Dispensing financial planning advise in both supervised and unsupervised environments
Delivering financial planning support that results in increased referrals and high client retention
Acting as a trusted advisor through preparation and delivery of advice to clients within the context of the Financial Planner's knowledge and training
Collaborating with other team members and departments including Investments and FWS
Providing support and training to Client Associates and Client Administrators
Ensuring adherence to company standards of client care, meetings, referrals and retention
Other duties as needed
Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related)
CFP® designation or able to provide documentation of passing the CFP® board examination required
Series 65 or 66 license required if the candidate has passed the CFP® board examination but does not yet meet the experience requirement to use the designation
Minimum 2 years of financial industry related experience
Client-facing experience preferred
Excellent verbal, written, analytical and organizational skills
Proficiency with MS Word, Excel, PowerPoint and Outlook; experience with Salesforce and financial planning software preferred
Technical and analytical training and experience in financial planning
Demonstrated flexibility, versatility and ability to manage multiple priorities and deliver to tight deadlines in a team environment
Ability to work without close supervision managing and prioritizing deliverables
Must be highly flexible and confidential with all matters
Ability to travel up to 20% required
Work Schedule: Daytime hours
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs. Travel assumed up to 20% of the time.
Benefits: We can offer you an exciting, fast-paced working environment, and the opportunity to play a vital role in our growth. Mercer Advisors is an equal opportunity employer offering a competitive salary and benefits package:
Prescription Drug Coverage
401(k) Profit Sharing Plan
Paid Vacation and Holidays
Accidental Death and Dismemberment
Voluntary Life and AD&D options
Voluntary Short-Term Disability options
Health Savings Account option
Domestic Partner Program
Financial Planning Service
Employee Assistance Program
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Omni Associate Financial Planner
The Omni Associate Financial Planner supports the Director, Omni Financial Planning in the development of Financial plans that align to the Merchandise strategy in order to maximize sales and profit. Develop skills necessary for advancement. Perform other duties as assigned.
For a defined area within the Director, Omni Financial Planning's total area of responsibility:
Develop long-range financial goals incorporating merchandise strategy with Omni DPM/PM, supporting company growth initiatives.
Develop strategic seasonal and annual sales, margin and turn plans, facilitating innovative solutions and resolution of issues to align with company business plan with Omni DPM/PM.
Develop monthly vendor, financial class and departmental pre-season plans for sales, markdowns, receipts, markups, gross margin, stock, and all financial metrics by channel and chain in PACE planning system.
Present financial plans for all financial metrics. Communicate risk and opportunities.
Analyze and measure financial results on sales, margin, and receipts to identify opportunity at the vendor, financial class, and department level.
Develop "What If" scenarios and opportunity analysis to recommend and communication action to merchandise strategy and tactics.
Attend strategic vendor meetings as needed.
Develop self – complete ongoing professional development and training. Stay current on management best practices.
Build and develop talent to prepare for next level.
o Director, Omni Financial Planning
o Omni Merchandise Planner
o Omni Buyer
o Digital Merchant
o Omni Associate Merchant Forecaster
o Omni Associate Inventory Planner
- Bachelor's Degree (Business, Finance, Marketing or equivalent)
- 2 years retail buying or planning experience
- Excellent communication skills (both written and verbal) with the ability to influence
Strong analytical and excel skills
Result-oriented and self-motivated with a strong sense of urgency
Ability to develop, plan, present and execute strategies
Readily grasps numerical concepts and interprets financial information accurately; ability to utilize retail math skills to analyze and drive business
Regular, dependable attendance and punctuality
This job description is not all inclusive. Macy's Inc. reserves the right to amend this job description at any time. Macy's Inc. is an Equal Opportunity Employer, committed to a diverse and inclusive work environment.
Senior Financial Planner - Commerce Trust Company - Kansas City (Full-Time)
23335 Senior Financial Planner
Commerce Trust Company
Kansas City (Full-time) (Open)
Location: 1000 Walnut St, Kansas City, Missouri 64106
Senior Financial Planner
Commerce Trust Company
Kansas City (Full-time)
How would you like to work for a great company that offers career growth and values your skills and experience? For over 150 years, Commerce Bank has built a strong reputation as a "Super Community" bank and is recognized as an industry leader.
In today's growing and competitive financial services industry, we look for creative and innovative solutions to meet the needs of our customers. To achieve our results, we recruit the best and brightest employees who ask, listen and solve to meet our customers' needs!
The Commerce Trust Company in Kansas City, MO is seeking a Senior Financial Planner. The purpose of this position is to deliver financial advice by answering client questions and presenting financial plans to high net worth clients & prospects of the Commerce Trust Company.
This position is exclusively client facing and requires collaboration with the financial planning analyst staff for support in producing financial plans. Responsible for developing both internal and external referral networks; following up on leads generated through various CTC Corporate calling efforts as well as referral programs; meeting financial planning sales goals for the production of financial plans as well as assisting in the closure of new asset management business.
A college degree or equivalent experience/certification in general business, finance, accounting or management.
Ten or more years of experience in Financial Planning is required. A CFP certification is desired.
Experience with closing asset management sales in a team environment. Excellent problem-solving and communication skills. Results oriented and self motivated.
Ability to manage complex relationship sales cycle. Depth of knowledge in the areas of taxation, insurance, estate planning, investments, employee compensation and trust services. Strong skills on PC applications for word processing, spreadsheets, and client management software.
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