Found Description
About the Role
As part of the Wealth team, the Senior Financial Planner takes a proactive approach to help our Members achieve their personal financial goals. They recommend customized strategies for investments, education, retirement, estate planning, risk management, and basic tax issues, build trusted advisor relationships, and collaborate with internal partners to provide holistic financial solutions.
Responsibilities
- Review Member financial situations, goals, and risk tolerance to create personalized strategy recommendations for investments, education, retirement, estate planning, risk management, and tax considerations.
- Conduct discovery meetings and provide actionable financial plans to help Members achieve their goals.
- Collaborate with the Regional Wealth Sales Manager, Senior Wealth Advisor, and other licensed professionals to establish and adjust a business plan aimed at sales growth and profitability.
- Grow wealth...