Senior Planner
D.A. Davidson Companies Posted on 2022-11-18
| Salary | Not mentioned |
|---|---|
| Location | Seattle, WA 98104 |
| Type | Full-time |
Job Description
Summary:
This position is responsible for the creation and presentation of planning recommendations for a subset of the firm’s client population in the ultra-high net worth space, the provision of guidance to the firm’s financial advisors acting within the high net worth and ultra-high net worth space in support of their planning activities, as well as a content creation provider in various key areas of wealth planning. This position is uniquely situated to work directly with clients from the mass-affluent up to and including the ultra-high net worth clientele, providing a wonderful opportunity to showcase technical proficiencies in all areas of wealth planning.
Required Experience:
Qualifications:
- Minimum of a Bachelors degree, preferably in business or a related field.
- Applicable industry experience including specialization in one or more key areas of wealth planning, such as exit planning, business transition or philanthropic planning.
- Certified Financial Planner (CFP®) designation or willingness to complete. J.D. or other academic achievement may be accepted in lieu of CFP® designation.
- 6+ years industry experience in financial/wealth planning and/or some related field.
- Excellent written and verbal communication skills. Strong presentations skills are a must.
- Must be detail-oriented and possess exceptional organizational skills.
- Ability to organize, analyze, and process client personal and financial data from multiple sources.
- Ability to delegate and coordinate project workflows to appropriate internal and external partners efficiently and in a timely fashion. Good collaboration skills are critical.
- Ability to work under tight deadlines and shifting priorities.
- Ability to prioritize workflow with minimal direction.
- Ability to learn and become proficient with MoneyGuide Pro and eMoney planning tools as well as other financial planning software.
- Able to work independently and be a self-starter.
- FINRA Series 7 and 66, or willingness to complete.
- A willingness to travel for in-person client meetings is required.
- Work closely with the Director of Wealth Planning in the preparation and delivery of planning-based proposals to the firm’s high net worth and ultra-high net worth clients.
- Day-to-day management and completion of client engagement opportunities as they are assigned.
- Produce Thought Leadership Capital in the form of white papers, videos and webinars, in the various areas of expertise covered by the Wealth Planning group.
- Coordinate communication and task management between clients and external client advisors such as attorneys, CPA’s, insurance professionals, etc.
- Develop strong working relationships with Financial Advisors and provide training and assistance in all aspects of wealth planning.
- Travel on a regular basis to retail branches is expected.
- Ensure compliance with all company and departmental policies and procedures.
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
From: D.A. Davidson Companies
Company description:
confidential
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