Senior Financial Planner

Description

The Senior Financial Planner is responsible for supporting (Sr.) Financial Advisor or Managing Director by maintaining biblical client relationships and obtaining, analyzing, and coordinating complex financial information to develop customized, integrated financial plans consistent with client needs. May also be responsible to provide team leadership, assist in training and developing team members, and acting as a subject matter expert to support teammates’ and advisors’ client service efforts as well as broader company-wide projects and initiatives.

Principal Accountabilities:

1. Supports (Sr.) Financial Advisors and/or Managing Director by preparing customized financial plans in a manner that is tailored to the needs of the clients.

• Provides excellent service and technical support in the financial planning process to both clients and the (Sr.) Financial Advisor and/or Managing Director through maintaining client relationships in a manner consistent with company values and applied in-depth technical skills and expertise.
• Prepares customized financial plans and recommendations for delivery to the client.
• Develops high quality, accurate, attractive and professional reports and presentations that reflect and incorporate Blue Trust’s financial planning philosophy and principles into the client recommendations.
• Manages on-going coordination of client affairs, leading to transfer of day-to-day responsibility for managing the client relationship from the Advisor to the Sr. Financial Planner.
• Assesses gifting opportunities of cash, securities, or other property.
• Conducts tax planning to estimate tax withholding settings or quarterly tax payments, plans for cash, securities or other property gifting opportunities, bonus payments, and stock option planning.
• Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments and stock option planning), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning.

2. Initiates investment transactions in accordance with instructions from the Advisor.

• Implements investment transactions utilizing company’s trading software.
• Performs other investment management tasks such as tax loss harvesting, account rebalancing, account review, and Quarterly Investment Report (QIR) generation.

3. Ensures readiness for and supports (Sr.) Financial Advisor or Managing Director with client meetings and other interactions including such things as:

• Ensures all materials and financial plans are in good order in advance of scheduled meeting.
• Records and follows up on key meeting takeaways.
• Utilizing solid professional business-writing skills, prepares follow-up letters and other correspondence for clients.
• Handles follow up on action items as appropriate.
• Appropriately manages multiple priorities and strives to support the relationship building and investment management activities of Advisors through applied technical skills and knowledge of the financial planning process, including plan delivery and on-going coordination of client affairs.
• Effectively responds to client and outside vendor inquiries or needs as required.

4. Strives to grow and develop appropriate skillset to enhance contribution to client relationships including such things as:

• Actively pursues additional professional designations or training to enhance financial planning or advisory skillset and knowledge.
• Seeks to continually increase knowledge of the financial planning philosophy and biblical principles upon which Blue Trust serves its client base through learning associated scripture memory verses to integrate Blue Trust’s philosophy into client counsel and services.
• Approaches work, interactions, and relationships in a manner consistent with the Company’s Core Values.
• Demonstrates competence in general business skills and pursues general mastery of appropriate technical and leadership skills to support team and client needs, as well as long-term career growth. 

5. Provides training and support for Financial Planners within the Division and/or across the Company, lending experience and expertise to help others learn, grow, and achieve a level of competency in the Financial Planner role, including:

• Takes responsibility for mentoring Financial Planners, ensuring they understand the role and know how to access available tools and resources.
• Serves as a Subject Matter Expert within Division or broader organization when needed.
• Serves on special committees and/or speaks into Company initiatives, as needed/requested.
• Shares best practices developed with others in Branch/division and/or with Financial Planning Practice Area.
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