Financial Planner Position Result: To contribute to the achievement of company mission and goals by assisting with the company’s planning and related tracking activities and to make a major contribution to the company’s revenue and profit goals. These results will be achieved by working closely with the President/Owner and other Financial Planners to assist in the preparation of financial plans for clients and prospective clients and to monitor and track the activities necessary for our clients to reach their goals. In addition to preparing financial plans, the Financial Planner will assist the team in monitoring the steps outlined in each plan that are necessary for that client and company to reach their goals and will al