CG Financial Services is seeking a Financial Planner to join the team in Williamston, MI. As the Financial Planner, you will lead and manage a winning team of financial planning professionals, ensuring quality and compliance while fostering a fun and collaborative team environment through guidance, mentoring, and professional development. The Financial Planner role will support Advice teams in their efforts to provide analysis and advice to prospects and clients more effectively. This will be achieved through organizing and formatting financial profile information, analyzing data, formalizing recommendations and more.
At CG Financial, we place our Core Values at the heart of the organization. Here, you will be expected to:
Have a Thirst for Knowledge
Be an Innovative Problem Solver
Show up driven and Self-Motivated
Be Authentic
Positively impact people
Essential Job Responsibilities:
Manage and hold accountable the financial planning team as it relates to their day-to-day function and overall strategic alignment to core process, as well as division and firm objectives.
Prepare financial plans and provide analysis and recommendations to relationship managers and financial advisors.
Request and format client information, including risk tolerance, financial data, and financial goals.
Input client data into financial planning software and other relevant tools and systems.
Prepare investment, risk management, estate, and tax planning proposals.
Proactively collaborate with advisors, relationship managers, and the support team to ensure accuracy and timely delivery of work products to prospects and clients.
Maintain client records and ensure compliance.
Excellent organizational and time management skills.
Ability to solve problems and make decisions within a timely manner.
Communicate effectively with peers and external stakeholders.
Provide guidance and leadership to direct reports as well as others within the organization.
Experience and Education Requirements:
Bachelor's degree and/or two (2) years related industry experience
Experience in Project Management or similar
Experience in a leadership role, completing guidance and performance evaluation
Must be able to read and interpret information relative to the industry
Experience with MS Office and financial planning software
Experience with Salesforce CRM
Series 65 or other industry licenses or credentials