Financial Planning Analyst
Landmark Wealth Group
Landmark Wealth Group is an organization focused on growth, excellence and opportunity. Our mission is to be an essential partner in our clients pursuit of financial success. Landmarks strategy is to work cohesively with our clients, colleagues and community business partners to achieve the best results for all stakeholders.
Position Summary
The Landmark Financial Planning Analyst position offers a unique opportunity to work directly with Lead Financial Advisors and Firm Principals to provide in-depth insight into financial planning strategies for our clients . In this role, the Financial Planning Analyst will utilize Landmark ’s innovative planning tools to drive goals-based planning for Financial Advisors and their clients. In partnership with Landmark ’s Senior Financial Advisors and Principals, this position will play a key role in assisting Advisors with incorporating sophisticated solutions into a client’s financial picture to meet their long-term objectives.
This role could develop into a licensed financial advisor and CFP designation if so desired.
Position Functions:
40% Financial Planning and Advice
· Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings
· Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
· Coordinate with the Investment Analyst for product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
·
60% Client Care/Business Management
· Ensure all clients information is consistently updated in Salesforce
· Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
· Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.
· Manage and resolve client service problems
· Perform other allowable duties as assigned by the financial advisor(s)
· Execute money movement for clients (ACHs, journals, wire transfers)
Key Traits of a Successful Financial Planning Analyst:
• Positive attitude and sincere willingness to constantly learn and grow
• Direct attention to detail and organization
• Effective communication with clients and other advisors/staff
• Effective and efficient time management
• Professional Web Based (Microsoft Teams ) or phone based presentation skills
• Ability to multi-task
• Ability to adhere to rules and regulations as stated and