GENERAL SUMMARY:
The Wealth Planner provides support to the Lead Advisors, Service Department and Portfolio Manager when advising Clients on financial strategies.
Plans and organizes the tasks and workflow to responsible individuals.
The Wealth Planner is available to participants of corporate retirement plans for education and investment-based decision-making.
STATEMENT OF EXPECTATIONS:
Community First Bank/HFG Trust expects all employees to comply with the responsibilities of their assigned position to the highest degree of performance by:
Adhering to the Companys policies and supporting Management decisions and goals in a positive, professional manner.
Representing the Company with a high level of integrity and professionalism.
Maintaining knowledge and understanding of banking rules, regulations, laws, and all policies and procedures pertaining to them including but not limited to, the Bank Secrecy Act (BSA) Regulation E and Regulation CC.
Demonstrate a willingness to adapt to changing business needs and deadlines.
Possessing a work ethic that includes neatness and dependability.
Exhibiting a professional, business-like appearance and demeanor.
ESSENTIAL DUTIES:
Provide retirement modeling, risk management/insurance analysis, educational modeling, estate plan document and tax situation reviews, plan preparations, and providing investment recommendations that align with client goals.
Prepare meeting packets for clients for ongoing reviews, and make sure all the information for client meetings is timely and accurate to ensure the smooth delivery of the client material.
Attend client meetings with Financial Planners as required.
Support the Financial Planner(s) in research and analysis to meet Client needs and objectives.
Develop and maintain internal relationships to help maintain business flow and meet agreed targets.
Manage and report technical Management Information to the Technical Executive(s).
Manage the research and analysis of financial products to meet client requirements.
Effectively present ideas and information to management, advisors and occasionally clients
Provide written financial plans from scratch, not just from templates, for high-net-worth clients.
Create systems for ensuring that records are always up to date and transactions are correct.
Interpret financial reports and statements from outside investment custodians to enable the planning process.
Create PowerPoint presentations and Word documents from scratch ensuring the presentation is correctly formatted, styled and branded.
Use Excel to create spreadsheets for tax calculations, analysis, and future projections.
Work individually and handle self-driven projects efficiently.
Understand the needs of the team and assist in ensuring they are met.
Promote the profile of the business within the profession and wider communities.
EDUCATION AND EXPERIENCE REQUIREMENTS:
Four-year degree from an accredited college or university in business, finance, economics or accounting related field preferred.
Proficiency in Word, Excel, Adobe Acrobat and preferably some knowledge of graphics and printing programs such as Adobe Illustrator.
Experience in instructing, monitoring, and checking investment transactions.
Basic understanding of the principals of finance (education or experience).
KNOWLEDGE, SKILLS AND ABILITIES:
Financial planning software to enable the Financial Planning advice process.
Client Relationship Management (CRM) systems to keep client records up to date and accurate.
Knowledge of income and capital gains tax planning, estate planning, investment management, pensions, and trusts.
Ability to work under pressure with multiple projects.
Strong proofreading, copywriting, and grammar skills.
Highly organized, methodical, and disciplined.
Strong oral and written communication skills to include emails and correspondence.
Whatsapp
