Prior experience must include two (2) years of experience with: breaking down complex financial planning concepts and communicate accurately over the phone to a diverse client base as a means to help them build financial independence and take action toward their goals; core financial planning topics (investments, retirement, federal income tax, risk management, cash flow, estate planning, education function), and analytical thinking skills to identify open risks and opportunities for each client; developing and providing clients with a holistic, comprehensive financial plan that supports identified goals while protecting clients and their assets from the unexpected; helping clients identify, understand, leverage, and maximize their available company benefits as related to their personal financial situation and goals; knowledge of eMoney financial planning technology and ability to guide clients to utilize the tool to help reach their goals; gathering pertinent data points from clients to analyze their financial situations; and building and presenting reports modeling future wealth accumulation and decumulation, cash flow, investment strategies, insurance and retirement needs. Requires: Bachelorās degree (U.S. or foreign equivalent) in Accounting, Finance, Economics, Business Administration or a related field and two (2) years of experience in the job offered or a related role.