Wealth Financial Planning Strategist (FPS) IV
BB&T Human Systems - Fort Lauderdale, FL

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Line of Business: Wealth Division Group
Job Category: First/Mid-Level Officials and Managers

Desired Skills:
1. Graduate degree in business, financial services, accounting, law, or other related discipline

Minimum Qualifications:
1. Bachelor?s degree in financial services-related discipline such as Business Administration, Accounting, Trust Management, Banking, or Finance or equivalent education and related experience
2. Ten years of professional work experience with demonstrated superior competency in area(s) of concentration of which at least seven years is specifically in the financial planning arena
3. Strong technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning
4. Strong communication and relationship skills
5. Strong computer software and related technical skills including Microsoft Office Suite
6. CFP designation
7. Proven experience with group facilitation, presentations, and public speaking
8. Experience in marketing and selling fee-based financial planning services.
9. Strong written, verbal, problem solving, and analytical skills
10. Strong interpersonal and relationship management skills
11. Proven ability to lead projects and special financial planning lines of businesses

1. Market fee-based financial planning services to affluent prospects using established procedures, methods, and practices. Recognize financial planning and product implementation opportunities and communicate them to the client and appropriate WM team members during the planning process.
2. Prioritize and manage workload based on established goals for completion of planning engagements. Communicate status of work by utilizing the WMFP Workflow Report.
3. Lead specialty platforms and special projects designed to improve the overall tactical and strategic planning group objectives or specific market segment (i.e. - estate and gift tax planning, business planning, etc.), and timely report conclusions, updates, and progress back to WMFP management.
4. Make suggestions to WMFP management for changes and/or enhancements that will better assure quality service and timely delivery of WMFP services.
5. Strong understanding of the WMFP process and how it relates to, is implemented, and is explained to the WM service platform, as well as supporting internal documents. Proactively explain WMFP processes, procedures, and products to WM team members.
6. The Subject Matter Expert (SME) for Wealth Management in a specific knowledge area related to financial planning (i.e., estate and gift tax planning, business planning, etc.).
7. Work on advanced financial plans for affluent clients (usually $15+ million) and develop actionable planning recommendations. Maintain a current level of knowledge in your area of expertise to bring the most sophisticated planning solutions to WM clients.
8. Mentor and teach your specific area of expertise and communicate subject matter updates to other WM Strategists on a regular basis in order to raise their abilities and knowledge.
9. Ensure that the Financial Planning process and workflow are being followed in order to provide the proper advice to planning clients. This includes all necessary internal and client meetings with WM team members and other BB&T IRM partners.
10. Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques. Then, through designated software, work with your FPA to identify gaps/shortfalls in client?s goals and objectives and provide proper advice and potential solutions.
11. Display ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $15 million net worth and WM team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan.
12. Attend and participate in weekly WM Team sales meetings as well as established WMFP teleconferences, meetings, and activities.
13. Strong working relationships with attorneys, accountants, and other advisors in your specialized line of business to assure quality administration and increased business opportunity. Represent BB&T in civic, community, government, banking and professional groups.
14. Utilize ProActiv (or other appropriate) client relationship management software to record financial plan sale dates, proper crediting for implementation of products, planning activity, and delivery of financial plans.
15. Maintain organized, efficient client files with minimal excess information; properly dispose of outdated paper-based and electronic-based information.
16. Preserve the confidential nature of our client?s personal financial data and obtain and share this data according to BB&T policies, guidelines, and ethics requirements.
17. Comply with WMFP policies and procedures as well as related bank, regulatory, and legal guidelines/requirements to ensure compliance with appropriate audit standards.
18. Assume additional responsibilities as requested by WMFP management and fully support the efforts and direction of the financial planning leadership in WM.

BB&T Human Systems - 23 months ago - save job
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BB&T Corporation (BB&T) is a financial holding company. The Company conducts its business operations primarily through its...