Centralized Financial Planning Consultant

at  Huntington Bank

DESCRIPTION

• Provide professional expertise and consultancy to prepare, review and deliver financial plans. Develop standardized planning and investment analysis and proposal packages. Create and develop materials for client and prospect.
• Research, coordinate and develop topical planning education and information pieces. Conduct financial analyses and proposals. Conduct investment research, reporting, and analysis. Research specific tax and planning issues for client proposals and presentations.
• Deliver financial planning education to advisors and partners. Develop advisors’ understanding of the value of financial planning.
• Introduce practice management techniques to enhance advisors’ planning and advisory books of business.
• Build relationships internally as a trusted partner and ensure quality of central planning deliveries.
  Required Qualifications:
  At least 3 yrs of experience in investment financial planning; strong analytical skills; excellent communication skills; high attention to detail; ability to prioritize and track multiple tasks; and proficiency in Microsoft Office Suite
  Series 7, 65 or 66 and CFP
  Preferred Qualifications:
  Knowledge of any of the following systems a plus: Salesforce, MoneyGuide Pro, Envestnet, Broadridge and Morningstar a plus
  Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
  Yes

Please refer the Job description for details