Associate Financial Planner - Private Banking PIT

SUMMARY:

The Associate Financial Planner supports the delivery of financial planning services across Wealth Management business lines to enhance client outcomes. This role is designed as a developmental position intended to build the experience, technical knowledge, client interaction skills and professional credentials necessary for advancement to Financial Planner roles upon successful performance and progression toward CFP certification. As experience and technical proficiency grow, the Associate Financial Planner is expected to develop expertise in financial planning software, support the creation of customized client planning strategies, participate in client meetings, identify planning opportunities in partnership with Advisors and Private Bankers, and contribute to the overall growth and effectiveness of the financial planning program.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Assist senior financial planners in the preparation, analysis and presentation of financial plans for clients referred by Advisors, Trust Officers, Private Bankers, and other business partners.

Attend client meetings to observe planning discussions, document key information and support follow up activities as needed to support senior planners and gain exposure to client interactions.

Utilize financial planning software to generate accurate, relevant, and client-ready reports and documentation under guidance.

Support Advisors and Private Bankers by helping review financial plans, identifying potential client issues, and escalating findings as appropriate.

Promote awareness and usage of the financial planning program by assisting in its integration into business workflows.

Partner with business teams to help identify clients who may benefit from financial planning services.

Provide support in training efforts by helping educate staff on referral processes and identifying client needs.

Participate in community events, internal seminars, and presentations to support awareness and adoption of financial planning services.

Deepen knowledge of financial planning concepts by conducting research related to investments, retirement planning, tax planning, insurance, education funding, cash flow management and estate planning strategies.

Maintain working knowledge of compliance requirements and stay informed on relevant laws and regulations impacting financial planning.

OTHER REQUIREMENTS:

Banking is a highly regulated industry, and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing.  You will also be expected to complete all assigned compliance training in a timely manner.

Ability to interact professionally with Bank business partners and customers.

Must be timely in response to planning and recommending products and solutions to Bank business partners and customers.

Must be self-motivated.

Must possess strong organizational and planning skills.

Ability to handle sensitive client information and maintain confidentiality.

Must be detail oriented.

Ability to work independently and meet communicated deadlines.

Excellent analytical, problem-solving and decision making skills.

Ability to learn complex financial planning concepts and apply them in client situations.

Strong interpersonal skills and commitment to delivering exceptional client service.

Ability to manage multiple priorities and meet deadlines.

Excellent written and verbal communication abilities.

Ability to learn various Banking Software programs.

Bachelor's Degree required; Business or related major preferred.

Minimum of one year in financial planning, wealth management, banking or a related field preferred.

Internship or entry level experience in financial services preferred.

Experience with financial planning concepts, client service or investment products is preferred.

Customer service experience required.

Demonstrated commitment to obtaining the Certified Financial Planner (CFP) certification is required.