As a contributor to the Outsourced Planning team, the Financial Planner is responsible for maintaining and deepening the relationships of, and independently building financial plans on behalf of, the advisors using the outsourced planning service. They will meet with advisors via phone, email, and web conference to understand the end-client’s current financial condition and to communicate advanced financial planning and eMoney application concepts. The Financial Planner will develop recommendations to meet stated end-client goals and implement advisor recommendations within the eMoney application while maintaining high levels of integrity, quality, and professionalism, with a dedication to customer satisfaction and their fiduciary responsibility.
Manage a large portfolio of outsourced planning engagements in an efficient and timely manner
Work with advisors and Financial Planners to understand end-client’s financial circumstances
Collect end-client qualitative and quantitative financial information from advisors
Independently make financial planning recommendations to meet stated end-client financial goals
Implement advisor financial planning recommendations within the eMoney application
Prepare financial planning presentations
Deliver and explain financial planning recommendations and presentations options to advisors
Identify financial planning process inefficiencies in participating firms, and deliver recommendations for improvement
Enter client financial data into eMoney application as needed
Provide application suggestions to FPG Product Pod and Product business unit based on experience using the eMoney platform
Track outsourced planning engagements within eMoney CRM
Keep abreast of new features and functionality on?all production sites of eMoney?
Keep abreast of trends and laws within the financial planning industry?
Keep abreast of competitive landscape to better inform internal and external conversations?
Contact users or prospects as needed?after case analysis?or use proper procedures to give resolutions and guidance to client-facing departments
Travel is required on an as-needed basis, up to a few times a year
Completion of coursework on financial planning through a CFP Board Registered Program
Bachelor’s Degree from an accredited college or university
Successfully passed the CFP exam
2-5 years’ experience in the financial planning field, including the production of plans
Strong understanding of all planning aspects of the application
Must be knowledgeable in common financial planning subjects (Estate Planning, Tax Planning, Investment Planning, Retirement Planning, etc.)
Analytical and research-oriented
Team-oriented person who can work well with others in a fast-paced environment
Ability to manage multiple relationships and maintain high levels of client satisfaction
Creative self-starter with initiative to follow through
Must be organized and handle multiple projects in an efficient manner
Ability to clearly communicate complex issues in an understandable manner
Excellent verbal and written communication skills
Must demonstrate strong analytical skills and research capabilities in reviewing and solving complex issues
Able to keep an even temperament and provide a pleasant service experience?
Proficient in Microsoft Office programs such as Outlook, Word, PowerPoint, Excel
Proficient with company CRM program
Must possess an understanding of industry segment nuances to deliver tailored experiences
Reliable independent judgement and decision-making skills
2 openings. Telecommuting is allowed.
About eMoney Advisor
We believe that the freedom to explore new ideas, reimagine new ways of doing things, and solve problems is what drives us forward. From continuous advancements in our core products to grassroots efforts like our incubator projects and internal hackathons—we foster innovation across the company. And we are committed to continually adding value for our clients through cutting-edge technology solutions and services