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Seeking Expert Financial Planner
We are searching for a Certified Financial Planner (CFP) to serve as Financial Planning Subject Matter Expert (SME) at Sage Financial Systems. Our Financial Planning SME will provide several exceptional action items for each client meeting which will WOW our clients to ensure that our team gains and keeps our clients’ trust. You will be given one client on a trial basis to show us that you are ready to bring your A-game to our team. The Financial Planning SME is responsible for creating, running, and reviewing various progress and other deliverable reports. The Financial Planning SME writes a tailored financial draft plan for our Trusted Advisor’s (TA) review. This person is key to ensuring that the client’s information and documents have been updated, reviewed, analyzed and action items from these have been communicated to the TA. As the Financial Planning SME, you will communicate with the Trusted Advisor all major concerns, gaps, and opportunities regarding the clients’ financial situation and how they can more efficiently fund and save for their financial goals. The Financial Planning SME runs capital projection analyses for all the goals and explains the feasibility of achieving them while staying on course and/or by adjusting any factor that may impact the plan. Additionally, the Financial Planning SME is well versed in all aspects of financial planning including, but not limited to; Cash Flow Planning, Tax Planning, Investment Planning, Estate Planning, Retirement Planning, Risk Management Planning, and Goal Planning. This position will be on a trial basis with one client's work. We are searching for the right person to join our Team and offer our clients exceptional service. Key Responsibilities: • Create and maintain a lifetime financial strategic plan for client households. • Build financial planning deliverables in eMoney to cover meetings for: Comprehensive Safety Review (CSR), Goal Progress Outlook (GPO), and The Annual Review (TAR). • Prior to appointments - Create Greatest Probability Strategies documents for clients which outline step-by-step implementation plan of action. • Collaborate with other clients’ teams of professionals such as Estate Attorneys, CPAs, Insurance brokers & Money Managers to coordinate and execute opportunities within their financial situation. • Review uploaded documents, updating the same to clients Wealth Vision plans and creating planning notes and other appointment prep materials. • Create recommendations based on clients’ current financial situations and seeking to cover the gaps and protect assets. • Update clients’ financial plans to reflect the most current info. • Create various planning scenarios to reflect current progress towards goals and recommend improvement by adjusting certain aspects of the plan. • Service clients’ and team members’ requests to review financial documents and provide guidance where needed: annuities, liabilities, assets, savings, etc. • Ensure that Annual Advisory Reviews compliance documents are completed after clients’ appointments. • Develop funding plans for clients’ goals. • Provide detailed analysis of the transaction’s clients are engaging in selling real estate, purchasing assets, selling business, etc. • Review clients’ and prospects portfolios and provide analysis to address risks, opportunities to asset mix, risk tolerance and growth aspects of portfolio. • Communicate with strategic partners such as other SMEs and their staff, to deliver exceptional client service. • Build comprehensive Financial Draft Plans for prospects and communicate all major observations and recommendations to the team via draft template. • Track progress via Progress Reports for clients and communicating observations, concerns, opportunities to TA. • Create processes for the team. • Handle ad hoc projects – such as cash reports and strategize for options available to invest cash. At Sage Financial Systems, we provide values based, comprehensive financial strategies that consistently exceed our clients' expectations. Our Team values kindness and clarity with each other and our clients. We are looking for a Team member to join us as we become the #1 Go-To Comprehensive Financial Strategy organization in our market. You must be able to pass a background check. At Sage Financial Systems, we are committed to creating a diverse and inclusive workplace where every team member feels valued, respected, and empowered to thrive. Sage Financial Systems is an equal opportunity employer.
Keyword: Marketing Service
Price: $60.0
Certified Financial Planner Financial Analysis Financial Planning Financial Projection Strategic Planning