Financial Planning Associate

About the role

This position plays a crucial role in evaluating clients and prospects, understanding their financial needs, and providing tailored advice to help them achieve their financial goals. This role involves a mix of client interactions, financial analysis, and sales strategy. In addition, this position will support business development efforts including events, campaigns, prospect meetings, and proposals. The role leverages expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings. It fosters trusted relationships, comprehensive wealth management strategies, and exceptional client service. Essential Duties and Responsibilities (includes but is not limited to): Develop and Manage Client Relationships: - Build trust with clients by understanding their financial needs, goals, and risk tolerance. - Develop and present customized financial plans, collaborating with internal teams as needed. - Deliver an exceptional client experience through ongoing communication and service. - Meet with clients regularly to review progress and ensure investment alignment with evolving needs. Wealth Management Expertise: - Advise clients on a full spectrum of wealth management strategies, including asset allocation, investment management, and estate planning. - Serve as a resource for clients with complex financial planning needs and retirement plan considerations. - Stay informed on best investment solutions to present to clients. Prospect Development and Business Growth: - Develop leads through various channels including: utilizing OneDigital's Workplace to Wealth strategy to engage existing plan clients, educational events, networking, and referrals. - Convert leads into wealth management clients by effectively advancing them through the sales pipeline. - Collaborate with the service team on client onboarding and ongoing service activities. - Support business development efforts through events, campaigns, and prospect meetings. - Document client interactions and lead generation activities using the CRM system. - Generate revenue through successful sales activities. Qualifications, Skills and Requirements: - Proven track record of exceeding sales goals. - Strong understanding of financial planning principles, investment strategies, and relevant regulations. - Excellent communication, presentation, and interpersonal skills. - Ability to work and make decisions independently. - Proficiency with Microsoft Office Suite (Word, Excel, and PowerPoint). - Demonstrated discipline maintaining sales pipeline and client information in a CRM, Salesforce preferred. - Experience with financial planning software, MoneyGuidePro preferred. - Proven success with multi-tasking and managing priorities effectively. - Ability to adapt to a rapidly changing business and technology environment. - Continual learner mentality, able to adopt new solutions and interpret the impact of new laws for prospective clients. - Must be able to maintain confidentiality of highly sensitive client information, including personnel and financial data. - Regular and predictable attendance is required. - Business travel up to 25%. - Must be licensed to allow registration as an IAR of OneDigital Investment Advisors Education, Training and Experience: - Bachelor's degree in Business, Economics, Finance, or a related field (preferred), or relevant experience in retirement plan sales. - Must possess a valid relevant securities license or demonstrate a strong likelihood of successfully obtaining the necessary licensure within 100 days of hire. - 2+ years of financial advisory experience required - 2 - 5 years of industry related sales experience preferred The typical base pay range for this role nationwide is $75,000 to $85,000 per year. Your base pay is dependent upon your skills, education, qualifications, professional experience, and location. In addition to base pay, some roles are eligible for variable compensation, commission, and/or annual bonus based on your individual performance and/or the company's performance. We also offer eligible employees health, wellbeing, retirement, and other financial benefits, paid time off, overtime pay for non-exempt employees, and robust learning and development programs. You will receive reimbursement of job-related expenses per the company policy and may receive employee perks and discounts. To learn more, visit: www.onedigital.com