Responsible for providing financial planning consulting and support to the Wealth teams.
Bi-lingual Spanish and English highly preferred
Financial Planner develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production and quality expectations and adheres to related procedures and protocols. Monitors and tracks client revenues related to financial planning work and partners with client team to ensure opportunities are maximized. Participates in coaching/mentoring planning assistants. Current Series 7 & 65 or 66 preferred or must obtain within 6 months of hire.
Works with the team's more complex and clients (up to $30MM net worth). Develops new clients with internal partners as well as from external sources & centers of influence. Partners with relationship managers during the consultative and planning process with the client. Provides an advanced level of financial planning expertise. May serve as a technical expert for a specific specialty or type of service.
8 years experience preparing and presenting comprehensive financial plans to clients
Advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis
Demonstrates ability to work as a contributing team member in a matrix environment
Professional communications and presentation skills; able to tailor communicating complex analytical information to fit the client's communication style
Very strong time management and planning skills
Well organized and flexible; able to adapt to change as well as determine and focus on top priorities in a fast-paced environment with multiple priorities
In-depth skills and knowledge of at least one basic financial planning software platform
At least one of the following: JD, LLM, MS in Taxation, MSFS,
ChFC, CFP, CPA, CFA or equivalent experience
Wealth & Investment Management
FL-Ft Lauderdale-Las Olas Office, FL-Miami-Sun Center Office