Financial Planning Analyst

About the company

Cetera Financial Group

Financial services · 1,001 to 5,000 employees

What you'll do

• Develop, optimize, and update financial plans using firm-provided financial planning software.
• Independently develop financial planning recommendations designed to support stated end-client financial goals.
• Build relationships with financial professionals and help them grow their practices through the adoption and continued use of financial planning services.
• Collaborate with financial professionals to finalize plans and support client delivery when needed.
• Manage a large portfolio of outsourced financial planning engagements efficiently and within established timelines.
• Maintain current knowledge of firm-supported planning software and financial planning concepts.
• Use appropriate software and calculators to prepare calculations, projections, and side-by-side comparisons involving topics such as mortgages, 529 plans, and Social Security.
• Communicate with advanced planning consultants and other allied professionals as needed.
• Market and promote the services of the Financial Plan Design team.
• Coach financial professionals to lead client relationships, coordinate with outside professionals such as attorneys and CPAs, and remain focused on the client’s strategic planning priorities.
• Document calls and client or advisor interactions using Salesforce and other approved technology tools.
• Use organizational and workflow-management skills to track core customer needs and planning deliverables.
• Participate in training sessions and staff meetings and share new knowledge with teammates.
• Perform other duties as assigned.
• Bachelor’s degree in Business, Finance, or a related field.
• Active FINRA Series 7 license and Series 65 or Series 66 license.
• CFP® certification required; additional relevant credentials are preferred.
• Five to ten years of financial planning experience, including direct experience producing financial plans.
• Experience creating plans with financial planning software; MoneyGuide and eMoney experience is strongly preferred.
• Knowledge of common financial planning disciplines, including estate planning, tax planning, investment planning, and retirement planning, with the ability to tailor the planning experience to industry and client needs.
• Ability to communicate complex issues clearly and understandably, both verbally and in writing.
• Working knowledge of financial products such as mutual funds, stocks, bonds, insurance products, and annuities.
• Ability to learn and efficiently use multiple technology platforms, including financial planning tools, Salesforce or comparable CRM systems, and Microsoft Outlook, Excel, Word, and PowerPoint.
• Ability to proofread and quality-check work in accordance with firm and regulatory standards.
• Excellent time-management and prioritization skills, including the ability to meet deadlines while managing multiple engagements.
• Ability to identify and resolve problems in a timely, efficient, and effective manner by using available resources.
• Team-oriented approach and the ability to work effectively in a fast-paced environment.
• Ability to manage multiple advisor relationships while maintaining high levels of customer satisfaction.

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