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Financial Planner

Company: The Wealth Consulting Group
Location: Las Vegas
Posted on: January 15, 2022

Job Description:

The Wealth Consulting Group (WCG) is a leading independent wealth management firm headquartered in Las Vegas with offices located throughout the United States. We are a dynamic company in a growth phase of our business and looking to rapidly gain market share in the locations where we have offices. We believe in a collaborative environment, rewarding individual results within a team effort. Our culture combines the best of traditional financial services models with the flexibility and swiftness of modern day technology firms.

Summary Of Position

Supports all Advisor Resource Center (ARC) functions within the organization. The ARC is a department that helps support financial advisors in an effort to increase their billable hours and save them valuable time. The ARC department encompasses all financial planning services, diagnostic tools, advanced planning support, and firm wide training. This position is responsible for providing services to advisors as supported by the ARC, with an emphasis on executing a dependable workflow for the financial planning process. This is a support based position that will reinforce the ARC's initiatives. We're looking for someone with an interest in financial services that is highly organized, able to learn quickly and proficiently, communicates well, and is able to work both independently and on a team. This position is salaried and is not a sales position in any capacity.

Company offers a comprehensive benefits package that includes: medical and dental insurance, disability insurance, paid time off, retirement plan with a company match, and flexibility.

Job Duties & Responsibilities
Financial Planning
Develop and write comprehensive financial plans in the areas of retirement planning, protection planning, cash flow and debt management, investment strategies, college planning, tax planning, estate and business planning
Create detailed action plans for clients to be able to follow to reach their financial goals
Communicate with clients as necessary to obtain financial data
Participate in client meetings with advisors as necessary
Help manage workflow between planner and financial planning director
Track financial planning process and prepare correspondence
Train advisors/advisor's assistants on financial planning software usage and functionality
Advisor Resource Center
Help financial planning director train, supervise, and develop financial planning and support staff
Provide the following from various software:
Morningstar reports
Forefield and Backroom Technician education pieces and calculators
Social Security Timing reports
Conduct and facilitate training as needed at firm-wide meetings and events to create awareness and excitement surrounding the ARC and its services
Support department with any other initiatives as determined by the Financial Planning Director

Employment Requirements
Knowledge of eMoney financial planning software a plus
Certified Financial Planner Designation (CFP -) required
3-5 years of industry experience (either in support position or as an advisor)
Bachelor's Degree (emphasis in business and/or financial services a plus)
Highly organized, able to learn quickly, good problem solving skills, and proficiently and communicates well
Able to work both independently and on a team

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Keywords: The Wealth Consulting Group, Las Vegas , Financial Planner, Accounting, Auditing , Las Vegas, Nevada

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