Description

We are seeking a Senior Financial Planner to join the Wealth Planning team at Fiduciary Trust Company. The ideal candidate will have 5 - 10 years’ experience in the financial services industry with previous direct client interaction to clients with complex financial profiles. The Senior Financial Planner should be adaptable to client needs, be an active listener, and serve as an energetic player to a collaborative team.

PRIMARY RESPONSIBILITIES

• Analyze client financial data and prepare customized financial plans.
• Assist in the gathering of confidential client data.
• Deliver carefully thought-out financial plans to clients.
• Stay up-to-date on current thinking on planning topics.
• Facilitate in knowledge-transfer to team members and to the Client Team.
• Assist with thought leadership.
• Other tasks and topics, as necessary.

Requirements

REQUIRED SKILLS AND QUALIFICATIONS

• Bachelor’s degree required with strong academic credentials.
• Five to ten years of financial planning experience.
• Proficiency in MoneyGuidePro, Excel, NumberCruncher, Visio, and other financial planning related software.
• Superior attention to detail and commitment to quality.
• Excellent analytical, quantitative, and organizational skills.
• Strong interpersonal skills with an energetic and collaborative working style.
• Must be an active listener with first-rate communication skills (both written and oral).
   

ADDITIONAL CHARACTERISTICS

• Advanced certifications preferred such as CFP designation or working towards CFP designation; CPA designation also acceptable.
• Understanding of or interest in goals-based planning.
• Enthusiasm for delivering client-centric, tailored financial plans with ability to “read” clients to optimize communication.
• Ability to think flexibly and creatively.