Financial Planner

Wednesday, February 03, 2021 2:46 PM | Anonymous

Job Description

Job Title

Financial Planner

Reviewed By

WM President

Job Code


Reviewed Date


Job Family

Wealth Management

Last Updated By


Reports To

Head of WM

Last Updated Date


FMLA Classification


General Description and Essential Functions

Job Expectations

Works closely with Wealth Advisors and their clients analyzing financial information, recommending financial plans and monitoring outcomes. Assists clients in understanding and meeting short and long-term financial goals.

·         Execute the vision of the company by providing financial planning, insurance planning, estate planning, and investment services to clients.

·         Assess client’s overall financial picture, and understand their needs to devise an appropriate financial plan and make recommendations to clients.

·         Work with Wealth Advisors and their clients to prepare and amend financial plans with the purpose of helping clients achieve their goals.

·         Understand complex legal and financial documents and keep up to date with financial laws and legal restrictions.

·         Develop and maintain ongoing relationships with Wealth Advisors, keeping them and their clients updated on financial laws and rules and alternative planning strategies.

·         Originate and underwrite complex financial and estate plans.

  • ·         Actively participate in community organizations and activities to project and sustain a favorable bank image in the community.
  • ·         Respond to and resolve client service requests according to Great Western policies in a prompt, efficient and courteous manner at all times.
  • ·         Perform other job-related duties or special projects as assigned.



  • ·         Bachelor’s degree in Banking/Finance/Management or equivalent experience.
  • ·         Advanced degree such as JD, CFP, CFA, CPA or MBA required.
  • ·         2-4 years of industry experience.
  • ·         Working knowledge of investment strategies, estate planning concepts and other products/services to complete financial plans.
  • ·         Strong and effecitve sales, math and analytical skills.
  • ·         Excellent customer service skills.
  • ·         Proficient written, verbal and interpersonal skills.

FPA of Greater Phoenix
c/o Premium Organization
PO Box 4130, Scottsdale AZ 85261
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Fri: 9:00AM - 1:00PM
Phone: 480-483-9035
Fax: 480-922-5283

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