Financial Planner - job 3 of 19

As a Financial Planner with our client, you'll be responsible for delivering expert financial planning and advisement, performing detailed analyses to understand client needs, and maintaining thorough records. You will also coordinate with Wealth Strategists and Advisors and engage in proactive communication regarding clients’ financial developments.

To qualify as a Financial Planner with our client, a Bachelor’s degree in finance and a Certified Financial Planner (CFP) designation are required. Additionally, candidates should have over five years of experience in financial services, focusing on trust, investments, and financial planning, complemented by strong communication skills.

The Financial Planner position operates primarily in an office-based environment in Chandler, AZ, involving standard working hours from Monday to Friday, 8AM to 5PM. It includes direct client interaction and requires physical activity such as standing or walking, while working primarily on a computer.

The salary for a Financial Planner ranges from $65,000 to $122,000 annually, which includes base and potential incentive earnings. In addition to competitive pay, the benefits package includes a 401(k) plan, health insurance, a generous leave policy, tuition reimbursement, and more.

Our client is committed to fostering a diverse and inclusive work environment. They are an Equal Opportunity Employer, actively encouraging qualified candidates from all backgrounds, regardless of race, gender, religion, or disability, to apply and thrive within their team.

In responding to this question, explain your systematic approach to gathering data, understanding client goals, analyzing their current financial situation, and recommending tailored solutions. Emphasize your focus on client engagement and communication.

Share a specific story that demonstrates your client service skills, detailing how you recognized client needs and went above and beyond to address them. Highlight the importance of communication and relationship-building in achieving trust.

Discuss your experience with tools like Salesforce, eMoney, or Microsoft Excel, and provide examples of how you've effectively used these platforms to enhance your financial analyses, reporting, and client interaction.

Explain the various methods you use to stay informed, such as attending workshops, monthly newsletters, webinars, and following industry leaders on social media platforms. Emphasize the value of continuous education in maintaining your expertise.

Outline your approach to client engagement, mentioning techniques like regular check-ins, personalized communications, and providing value through ongoing financial education and insights that align with their evolving goals.

Illustrate your conflict-resolution skills by discussing a specific instance where you encountered a disagreement. Detail how you listened to the client's concerns, facilitated a constructive dialogue, and worked together toward an acceptable solution.

Speak about your background in managing diverse investment portfolios or your role in overseeing trust accounts, demonstrating your expertise in compliance, client needs assessment, and strategic planning in this area of financial services.

Express what attracts you to the company's mission, culture, or reputation in the Wealth Management industry. Show enthusiasm for their commitment to client service, diversity, or the impact they make in clients' lives.

Detail your process for analyzing clients' financial statements, cash flow, debts, investments, and long-term goals to create a comprehensive profile that guides your financial recommendations.

Provide an example that showcases your analytical skills and judgment, describing how you evaluated the situation, provided insights, and ultimately assisted the client in making an informed and beneficial decision.