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Financial Planner
Columbus, OH
Competitive Pay and Benefits
The Financial Planner will advise customers on retirement income planning including explanation of product features, administrative procedures, and recommendations as appropriate.
Financial Planner Responsibilities:
Financial Planner Requirements:
Columbus, OH
Competitive Pay and Benefits
The Financial Planner will advise customers on retirement income planning including explanation of product features, administrative procedures, and recommendations as appropriate.
Financial Planner Responsibilities:
- Reviews and/or prepares comprehensive financial plans and needs based assessments by entering data for proposals using approved financial planning software.
- Prepares alternatives and recommendations while also framing the plan for presentation/delivery to the client.
- Meets all regulatory requirements, supports and coordinates under applicable laws, rules and regulations.
- Adheres to all firm compliance and supervisory policies, including but not limited to, anti-money laundering/Office of Foreign Asset Control and/or privacy policies and procedures.
- Compiles marketing intelligence, including sales activity, production, frequently asked questions and objections raised by customers.
- Researches complex technical questions for sales force on products, planning issues, tax issues, Social Security and other retirement financial concerns.
- Conducts periodic retirement planning seminars for customers and producers both virtually and travels to locations to conduct in person upon request.
- Assists in entity-level presentations where information on retiree services is required.
- Maintains awareness of changing legal environment as it impacts investments, retirement plans and insurance products. Work with appropriate areas (compliance, communications, advice, systems, sales, administration) to ensure ongoing compliance.
- Acts as a technical resource to communications on retiree marketing efforts.
- Maintains detailed records of customer interactions, recommendations and actions according to appropriate regulations.
Financial Planner Requirements:
- Bachelor’s degree in Finance.
- Certified Financial Planner (CFP) required.
- Must have one of the following combinations: (FINRA 6, 63, and 66) OR (7 and 66)
- 5+ years of experience in the financial services industry
- Knowledge of Profiles or Money Guide Pro or similar financial planning software.
- An in-depth understanding of the industry, financial concepts, product knowledge, investment management and client service strategies desired.
- Knowledge of investment products.
- Familiarity with property and casualty distribution a plus. Superior analytical, organizational, research, initiative and multi-tasking skills.
