Financial Planner
Multnomah Group, Inc.Portland, OR, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionDevelop presentations on relevant financial planning topics Schedule twice monthly webinars on a rotating set of financial and retirement planning topics Develop and distribute invitations to clients for the upcoming webinars Present the webinars on a twice-monthly basis Coordinate the workflow to schedule one-on-one meetings with participants Meet with participants to answer their general investment and financial planning questions. Determine whether the participants' needs or desires to have formalized retirement projections or financial planning completed Gather data and prepare the retirement projections and / or financial plans Advise participants on appropriate investment allocations for their retirement plan account Log all participant interactions in the firm’s CRM Follow up with participants that you have met with previously to update their financial plan Work with plan sponsor clients to communicate best practices regarding the rollout and ongoing support of participant advice services Provide periodic reporting and status updates to plan sponsor clients on the utilization and engagement of employee populations in the various services offered by Multnomah Group Engage and support Multnomah Group consultants regarding rollout and utilization of participant services by shared clients Comprehensive knowledge of financial planning topics as demonstrated by achieving the Certified Financial Planner (CFP) designation FINRA Series 65 3+ years of financial planning experience Travel required Highly responsive and client service-oriented Demonstrated ability to communicate professionally with clients Strong interpersonal aptitude Experience with financial planning software
Job Description
Job Description
Description : Position Overview
The Financial Planner is responsible for working with Multnomah Group’s clients to provide ongoing employee education, point-in-time financial planning, and investment advice to retirement program participants.
Primary Responsibilities
Provide employee education presentations to employer-sponsored retirement plan clients
- Coordinate scheduling and follow-up with employer-sponsored retirement plan clients
- Develop presentations on relevant financial planning topics
- Travel to clients to provide an on-site presentation
- Track engagement at meetings and document within internal systems
Manage the ongoing participant education webinar series “Retirement Pathways”
Meet with participants one-on-one via video conference to provide point-in-time retirement planning and investment advice
Manage the various constituents involved in Multnomah Group’s Participant Services offering
Requirements :
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Financial Planner • Portland, OR, US