Wealthquest Corporation is seeking a Financial Planning Specialist for our Cincinnati, OH office. The Financial Planning Specialist is a source of knowledge for the team whose main role is to build and deliver comprehensive financial plans and recommendations to our clients and provide financial planning, estate planning, and insurance support to Wealthquest team members.
Core Responsibilities:
- Analyze, build, and deliver financial plans and recommendations to Wealthquest clients
- Support advisory team with questions related to retirement planning, estate planning, tax planning, cash flow, investment and asset allocation, and risk management strategies
- Support clients with their insurance representatives to implement insurance solutions based on their stated goals.
- Work alongside clients and their attorney partners to ensure progress is made toward fully implementing estate planning recommendations.
- embrace commitments to excellent client service, Wealthquest’s social contract, and our core values.
- Comfortable working independently as well as part of a team environment. Job will require client communication in the form of emails, phone calls, and in-person meetings
Requirements:
- The CFP® designation, strongly preferred. May consider candidates that are Series 65 licensed and actively working towards CFP® designation
- 5+ years experience in the financial services industry
- Proficiency with financial planning software, preferably eMoney
- Ability to deliver comprehensive financial plans directly to clients with varying levels of complexity
- Strong analytical mindset with a high attention to detail
- Client-centered mentality with strong interpersonal skills
- Ability to articulate/teach complex financial terms and strategies in a clear and concise manner.
- Self-motivated with excellent work ethic
