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Financial Planner

Company: COUNTRY Financial
Location: Bloomington
Posted on: October 18, 2019

Job Description:

As a Financial Planner within the Planning Support team, you be focused on engaging with Financial Representatives and clients to develop and deliver financial plans, including data collection, plan development and presentation of the findings and recommendations. In addition, you will support the planning tools, techniques and strategies, working with our Agency force, to drive engagement. at COUNTRY Financial,

*This position is part of a job family. Placement will be determined by skills and qualifications of the candidate.

This position functions as a centralized support center regarding financial planning for Wealth Management staff such as Wealth Services, Product Support, etc., financial representatives and financial specialists. Develops, consults and presents findings on comprehensive, integrated, multigenerational wealth management strategic plans for the client's portfolio. Duties include providing sophisticated estate and personal financial planning technical support to the Wealth Management Specialists; focusing on resolution of non-estate planning issues; and overseeing qualified and nonqualified retirement plans, employee stock options, investment analysis, and income tax planning.

Responsibilities:


  • Analyzes individual and business financial needs, makes recommendations, and develops comprehensive and the more complex financial plans in the following areas: advanced estate planning, retirement planning, retirement distribution planning, asset allocation, investment portfolio analysis, education funding, survivor needs, disability needs, long-term care, debt management, legal issue identification, tax planning and business continuation. Meets with clients, prospects, financial representatives and financial specialists to conduct financial planning.
  • Provides support for financial planning tools and software used by Wealth Management and field staff, including financial representatives and financial specialists. Drives engagement, monitors, evaluates, promotes and enhances financial planning software and strategies used by home office and field personnel, including financial representatives. Conducts financial planning software testing, facilitates implementation and provides technical support for systems and software.
  • Monitors, evaluates and enhances financial planning software used by home office and field personnel, including financial representatives. Conducts financial planning software testing, facilitates implementation and provides technical support for systems and software.
  • Assists Wealth Management, Financial Specialists, financial representatives and others in addressing the more complex client and prospect questions, situations and potential solutions.



    Preferred Qualifications:

    • CFP, or CLU & ChFC
    • Series 6, 63, Life/health insurance license
    • Financial Planning and client meeting experience
    • Training and public speaking experience
    • Excellent oral and written communication skills

      Required Qualifications:



      • Typically requires:
      • Bachelor's degree and at least 2 years of financial services/insurance industry experience OR,
      • Master's degree and no experience OR,
      • At least 4 years of financial services/insurance industry experience.



        Physical Requirements:

        • Normal office environment.
        • Work may extend beyond normal business hours as business needs dictate.

          For more details about careers at COUNTRY Financial--, please visit us online at www.countryfinancial.com/careers.

          COUNTRY does not generally sponsor individuals for employment-based visas for this position.

Keywords: COUNTRY Financial, Normal , Financial Planner, Accounting, Auditing , Bloomington, Illinois

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