Advanced Financial Planner

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Responsibilities:

  • Serve as the primary contact with individual clients concerning comprehensive personal financial planning to corporate executives, business owners and other high net worth individuals;
  • Responsible for assessing client needs, developing strategic recommendations, and executing agreed upon planning projects through to completion.
  • Primary liaison to tax team to collaborate on tax planning and compliance projects to ensure client objectives are met in an effective and efficient manner
  • Support the Wealth Advisors and Portfolio Manager in the preparation of various reports for clients in the areas of cash flow planning, investment allocation, investment performance, estate flowcharts, etc.
  • Assists in achieving revenue goals by demonstrating expertise in internal meetings with referral partners and networking externally.
  • Must be passionate about staying on the cutting edge of planning strategies and industry trends.
  • Consistently follows procedures to be complaint.

Qualifications:

  • Related work experience of seven+ years preferred;
  • Series 65;
  • Estate/gift planning design and implementation
  • Strong working knowledge of Excel and other Microsoft Office tools;
  • Attention to details critical, strong organizational and multi-tasking skills;
  • Excellent written and verbal communication skills with emphasis on ability to effectively question and listen to clients and facilitate effective planning meetings
  • Ability to maintain a high level of confidentiality;
  • Enthusiastic and positive approach to problem-solving and client service;
  • Embraces the opportunity to mentor younger team members
  • Innovative thought processes and pro-active time management and task completion follow-through.
  • Understands and embraces risk management, compliance, and regulatory matters.
  • Ability to work, efficiently, effectively, and independently in order to see projects through to conclusion.

Preferred Qualifications:

  • Undergraduate Degree in Business (Accounting a plus)
  • CPA®, JD, CFP®, PFS®, or related credentials strongly preferred
  • Experience with Schwab Institutional, eMoney Advisor, Black Diamond, Tamarack, and other financial planning software tools is a plus
  • NC life and health license

You want your next step to be the right one. You've worked hard to get where you are today. And now you're ready to use your unique skills, talents and personality to achieve great things. RSM is a place where you are valued as an individual, mentored as a future leader, and recognized for your accomplishments and potential. Working directly with clients, key decision makers and business owners across various industries and geographies, you'll move quickly along the learning curve and our clients will benefit from your fresh perspective.

Experience RSM US. Experience the power of being understood.

RSM is an equal opportunity/affirmative action employer. Minorities/Females/Disabled/Veterans.
Job ID req4209
Line of Business: Wealth Management
SubFunction: Family Wealth Services - WM
Job Type: Full Time
Req #: req4209
Location: 4725 Piedmont Row Drive, Ste. 300, Charlotte, NC US
Region: Southeast Region
Job Category: Wealth Management
Employment Type: Experienced
Degree Required: Bachelor
Travel: Yes
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