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Posted: Thursday, March 9, 2017 8:48 PM

Job Description:/h3:
JOB DESCRIPTION
FINANCIAL PLANNER / TRADER
Fast growing financial planning firm looking for a junior financial planner /trader. We are looking for the perfect financial planner that is interested in taking over the financial planning responsibilities of a very busy advisor. The firm has grown 20+ per year for the last four years and has no plans of stopping. If you are looking to for a home where the client comes first then please read further.
Job Duties and Responsibilities
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Create financial plans for clients using eMoney and other financial planning software
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Create customized typewritten recommendations
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Manage financial planning process from start to finish
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Assist in portfolio design and recommendations
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Create financial planning processes manual and update weekly
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Conduct research as needed related to assigned client cases; request guidance when necessary
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Prepare presentations that clearly communicate recommendations and options related to client financial analysis and plan design
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Participate in client presentations as requested by the Financial Advisor
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Participate in the coordination of daily trading and reviewing daily completed tasks
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Ensure compliance notation is adhered to; demonstrate suitable and appropriate recommendations to ensure quality standards, including full and fair disclosure. Monitor employees for compliance requirements.
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Implement the collection of data for task assignments to ensure optimum resources are being utilized for timely execution.
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Help manage existing book
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Assist in marketing materials development
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Train new financial advisors on financial planning process
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Perform other duties and responsibilities as assigned

Job requirements
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3+ years experience in financial planning
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Detail oriented
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Bachelors degree or higher level degree
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Series 7 license
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Series 66 or 65
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Registered Paraplanner designation or equivalent
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Certified Financial Planner (CFP) designation or ability to obtain within 2 years
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Life and Health license required or ability to obtain
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Knowledge of economic and accounting principles and practices, financial markets, investments and insurance based products
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Knowledge of concepts and regulations related to financial planning
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Knowledge of financial related technology, software planning tools and presentations
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MS Excel, Word, Outlook and PowerPoint proficiency to produce presentations, correspondence, electronic communication; maintain spreadsheets and databases
Job Skills
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Sufficient organization and time management skills to prioritize workload, handle multiple tasks and meet deadlines
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Detail oriented to ensure quality standards are met without impairing workflow
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Skill in following up to ensure resolution and completion of tasks
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Ability to produce presentations, correspondence; maintain spreadsheets and databases
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Ability to incorporate the financial needs and goals of a client into a succinct, professional presentation outlining their options
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Read and interpret technical and legal documents; apply the information as appropriate
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Provide a high level of customer service in a calm, courteous and professional manner
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Ability to work independently as well as collaboratively within a team environment
Job Details
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100+ financial plans and review plans created and prepared each year
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220 client groups adding 30+ per year
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Three year career path created
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Full Time Position with expected 40+ hours per week in the office
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Salary and bonus : Salary based on experience and skill set. Bonus based on completing strategic objectives.
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Would like to build financial planning outsourcing business to sell to other financial planners. This will provide more income opportunities.
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Other benefits
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Health Care allowance
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401(k)
Company Descripti

Source: https://www.tiptopjob.com/jobs/64320030_job.asp?source=backpage


• Location: Fort Worth

• Post ID: 48748067 fortworth
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