Wealth Planner - Windsor, United States - Fiducient Advisors

Description

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

The Wealth Planner is responsible for provide financial planning and technical support to high-net-worth clientele.

Responsibilities:

• Develop an understanding of Fiducient wealth strategy and collaborate with advisors to ensure all clients enjoy a similar firm experience.
• Build relationships with clients to understand their goals and use financial planning to help visualize outcomes.
• Demonstrate advanced knowledge of planning concepts to advise clients with complexities such as executives, business owners and trustees.
• Analyze client financial information to determine strategies for meeting financial objectives.
• Working closely with advisors, implement comprehensive financial planning solutions (including cash flow planning, asset management, estate planning and risk management)
• Exhibit strong communication skills by engaging with clients in meetings, incoming phone calls and emails; determining when it is appropriate to elevate any issue or request to an advisor or team leaders
• Demonstrate independence and ability in working with both advisors and clients
• Potentially lead and manage newer teammates as they progress in their careers
• Direct participation in the firms Financial Planning Committee.
• Maintain relationships with attorneys, CPAs, or other professional partners for business development purposes.
• Use network for potential business development opportunities
• Maintain and update appropriate due diligence files

Required Education, Professional & Technical Experience

• Bachelors Degree or relevant work experience
• 3-5 years of relevant client-facing and wealth planning experience
• Proficiency in eMoney and Microsoft Suite
• CFP or working towards

Essential Traits

• Knowledge of investments, insurance, income taxes, estate planning & financial planning concepts, and their integration into a financial plan.
• Desire to work in a collaborative, team-based environment, with aspirations for more than baseline expectations and satisfaction.
• Ability to discuss and present complex ideas to others in understandable terms and build trust with clients
• Exceptional listening, written, and oral communication skills.
• Exceptional attention to detail, organization, efficiency, and timeliness.
• Coach-ability; receive and implement feedback with a desire for continued professional development.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.

Work Environment & Travel Requirements

• This role may travel up to 10% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Paid Time Off

• PTO with optional rollover
• Time
• Holidays with additional half days off for specific holidays throughout the year
• Perks
• Time inclusive time off for a loved one, unborn child, or pet.
• Paid Parental, Personal and Family leaves.
• Development Day for eligible exams

Work Life Convenience Benefits

• Wellness Benefit Programs from VirginPulse, , Torchlight, Real Appeal, Peloton and more
• Family & Fertility Assistance
• Reimbursement Program
• Development Designation reimbursement
• Referral Program
• Resource Groups, Mentorship Program & New Hire Cohort
• Plan with company match
• Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.