| Location | Austin, TX |
Title: Financial Planner Location: Austin, TexasJob Description: JOB SUMMARY The Financial Planner is responsible for the last five of six steps in the CFP Board's Financial Planning Process. This individual interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the financ ial plans of their clients. The Planner collaborates with one or more Wealth Managers in the firm to deliver expert, comprehensive financial advice to their clients. Financial Planners at Creative Planning also help the firm with tax preparation, diagramming estate documents and onboarding new p lanners and wealth managers. We do not accept resume submissions from third -party recruiters or staffing agencies. Please contact our recruiting team directly JOB DUTIES •Participates and conducts client meetings•Prepares the Financial Planning recommendations•Collaborates with members from each business line to best serve the client•Manages accuracy of internal Client Relationship Management (CRM) software•Implements Financial Planning recommendations•Monitors the Financial Plan and communicates with clients•Updates Financial Planning recommendations•Grey/overlapping tasks between department areas•All other duties as assigned•Prepare tax returns•Assist the Estate Plan Diagram Team in preparing EP Diagrams•Assist onboarding new Financial Planners and Wealth ManagersREQUIRED EXPERIENCE / QUALIFICATIONS •CFP Certificate•Relevant Educational Background (Finance, Accounting or Business Administration)•3 years financial services industry experience•Pass internal proficiency exams•Series 65 (or equivalent) attained within 120 daysPREFERRED EXPERIENCE / QUALIFICATIONS •Previous financial planning experience TECHNICAL SKILLS • Microsoft Office proficiency • Keen attention to detail