Skip navigation

Financial Planner Opportunity Available - Tacoma WA

or Register to post new content in the forum



  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Feb 16, 2012 2:23 am
<div class="listingBox job"> <div class="detailBox"> <div class="infrm"> <div>Seattle Search Group has partnered with a Pacific NW Bank that is looking for a Financial Planner for its High Wealth clientele.</div> Contact: Deborah Henry, CAC Professional Recruiter [email protected] 425-629-3478 If you know anyone for this role, please have them contact me directly.  The primary role of the Financial Planner is to serve as the local financial planning expert and coordinator in their respective market while interfacing with the Financial Planning Center. The Financial Planner will take the lead in the data gathering process, planning construction and delivering team based recommended strategies to the client. The Financial Planner is also responsible for providing local advocacy for financial planning services as well as implementation expertise. This position collaborates and performs as part of the relationship management team to execute the client strategy. Essential Job Functions: Planning Expertise - Lead or partner in High Net Worth client meetings, as determined by the relationship team to identify client needs and provide education based on the urgency and prioritization of the client needs. - Work as a team with the Financial Planners in each market as well as the Financial Planning Center in terms of sharing expertise, sharing best practices and participating in National or Regional Planning Initiatives. - Working with the Financial Planning Center, ensure the proper construction of the appropriate financial plan to meet the client's goals and objectives. - Develop a specialty in addition to being a planning generalist. Presentation - Partner with the Relationship Manager to ensure implementation of recommendations by leading the client through the decision making process by explaining the recommendations, the pros and cons, as well as the consequences of not following the advice. - Lead or partner with team members in overcoming the client's objections to recommendations to allow the Relationship Manager to implement and close the business. Marketing & Training - Work with the Financial Planning Center in developing marketing, education and training initiatives in order to achieve financial planning goals and objectives throughout the assigned territory. - Provide training to the field on planning topics and techniques. - Represent field point of view and make recommendations to management and support partners regarding the effectiveness of the financial planning tools, training, marketing strategy, collateral and communications. Reputation - Network in the community and with the COI's in particular to develop visibility, generate referrals and further business development objectives. - Maintain current industry knowledge in financial planning trends, strategies and tactics making recommendations to management and support partners regarding service enhancements. Sales - Maintain broad knowledge of Bank’s products and services and recommend when appropriate. Required Qualifications: - CFP Designation - 5-7 years financial planning experience - 5-7 years of broad based banking/investment/sales experience - 3-5 years client management experience and proven client relations orientation - In-depth experience with financial planning and investment planning software applications with customized Excel modeling - Excellent written, verbal and presentations skills - Ability to transfer strategy to tactical plans and implement - Self motivated, goal and results driven - Strong influencing and team orientation skills - Listens Effectively - Expert Client Discovery Skills Preferred Qualifications: - Advanced knowledge and relevant experience in a specialized discipline such as Corporate Executive Planning, Business Succession Planning, Estate Planning, Charitable Planning, Taxation, etc. - Product marketing experience We are looking for a candidate to have the CFP credential. The ideal candidate needs to be comfortable in a sales presentation environment and therefore strong enough to be in front of a client on sales calls and be confident enough to promote client’s Private Bank. Ideally we are looking for experience in the banking industry and/or experience as an independent Planner who is comfortable with a relationship based approach with the client. </div> </div>