Sr Regional Financial Planner - (US-GA-Atlanta)
Sr Regional Financial Planner - (US-GA-Atlanta)
Compensation: $140K - $150K / Year
Minimum Education: Bachelors
Job Type: Full Time
Jobcode: W227798JA
Experience Required : 3 - 5 years
Degree Required : Graduate Degree
60%Financial Consulting Services: Analyzes the client's current financial information including cash flow data, balance sheet, retirement, insurance, investment, and estate planning data. Conducts technical research of client issues. May prepare and review federal and state income tax projections and returns for individuals, S-Corporations, LLCs, Partnerships, and Trusts for FPG clients. Responsible for ensuring quality of the Financial Planning product by reviewing work prepared by other planners and analysts, recommending changes, and documenting recommendations. Presents financial analyses, observations, and recommendations to FPG clients, generally with net worth in excess of $15 million and/or with complex intergenerational wealth transfer needs, including, but not limited to: taxes, investment planning, estate planning, risk management, retirement, stock options, corporate benefit programs, and business succession planning.20% Solution Delivery: Assist the RM in identifying and facilitating the implementation of various products and services through the other specialists on the Wealth team . These products and services typically include investments, insurance, financial planning, trust services, credit, alternative investments, etc. In addition, continue to gain new future fee appointments and retain existing appointments. 10%Business Development:Grows market share by sourcing new clients for FPG services through the development of strong internal and external partnerships. Develops and tracks client opportunities. Meets with internal partners to manage deal flow and pipeline. Serves as a tax, estate tax, and/or financial planning technical resource to the region.10%-Professional Development and Leadership: Continued professional development by keeping up-to-date on current developments in the field of financial planning, tax, and/or estate planning by attending technical training, maintaining designations, and reviewing periodicals. Provides oversight and guidance to other planners. Guides team to success through coordination and management of workload for team members and offices, team meetings, training opportunities and effective coaching/mentoring activities, performance management, and pay for performance. The Sr. Regional Financial Planner is responsible for producing $250,000 in revenue annually.
Candidate Must Have :
* JD, CPA or CFP
Email resume in Word to thebiggamehunter@cisny.com. Please include the job code for the position with your resume.
NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES.
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posted by Unknown at 7:32 PM
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