Financial Planning Specialist

Job Description

Job Description

The Financial Planning Specialist specializes in financial planning and will be primarily responsible for creating and delivering complex client financial plans using our planning tools, for our advisors, allowing the advisors to focus on building client relationships. Success in this role looks like supporting 4+ financial advisors in preparation for 30-40 meetings per week. This includes developing creative recommendations and solutions to enhance clients' financial plans.

Compensation :

$70,000 - $100,000 yearly

Responsibilities :

• Prepare advisors for their client meetings on a weekly basis
• Utilize planning software to develop and track complex financial plans
• Develop financial plans generated from lead advisors, fact finders, and the scope of engagement
• Work with the advisor and client to gather essential elements for the planning process
• Develop complex analysis and models using Excel
• Ability to create deliverables that support recommendations, including both insurance illustrations and investment proposals
• Ability to develop diagrams and PowerPoint for client delivery
• Continue to stay up to date on industry planning standards, trends, and best practices

Technical Skills & Expertise

Daily Time Spent

Qualifications :

About Company

Longwise Wealth Partners is a multi-generational wealth management practice in Lakewood & Vail Valley, Colorado. We provide integrated financial planning for over 500 high-net-worth clients nationwide. Our team's mission is to build confidence while reducing financial anxiety. We are currently a team of 17 and are positioned for rapid growth in the near future. Our team values are diligence, authenticity, providence, and joy, and we live these values in everything we do.

Our team enjoys frequent interaction and collaboration with each other. We are continually looking for ways to grow and develop our practice and each other through professional coaching, team retreats, and other outings.

A Longwise team member has the following characteristics :

Grit, Vulnerability, Entreprising, Passion, and Generosity.