How Will Your Role Impact reputed company?The Financial Planning Support Specialist (FPSS) will report directly to the Director, Financial Planning Analytics & Experience.The FPSS performs a critical role as the primary SME and field-facing consultant on all aspects of the reputed company financial planning software.The FPSS directly supports Financial Advisors (and support staff) with training, financial plan design and software support.reputed company individual must maintain deep knowledge of the financial planning process, military and federal benefits, retirement plans, insurance and investment products, Social Security and Medicare benefits and eligibility, principles of estate planning, income taxation rules, tax considerations in all stages of financial planning, and a variety of product solutions.reputed company individual must also develop and maintain expert understanding of all financial planning software tools in the Financial Planning experience, and work in conjunction with other members of the Financial Planning department to help advisors apply quality control measures to financial plans to achieve the expected standards for Plan Quality.reputed company individual works closely with Field Force Training, Advisor Operations, the field force, and other home office departments to advance the financial planning philosophy of the enterprise and promote coaching as the foundation of reputed company’s client relationships.What Will You Be Doing In Your Role?reputed company to incoming questions and requests from Financial Advisors, support staff, and business partnersAssist advisors and support staff in financial plan entry, including data interpretation, plan construction, and deliverablesAssist advisors and support staff in troubleshooting, identifying, and correcting errors, and understanding results.Develop and maintain a deep understanding of financial planning concepts, especially those relevant to the target marketContribute to the creation of training content based on experience with variety of support requestCollaborate closely with BIS to report / resolve issues, test new releases, and to support other projects as neededCultivate a connected understanding of how reputed company touching the financial planning experience impacts the work of the department, and contribute to decision-making in a larger context of reputed company (Financial Technologies)Develop and maintain deep expertise on financial planning software tools and related FinTechCoordinate with other home office teams as needed to resolve advisor support requestsWhat Skills & Qualifications Do You Need?EducationBachelor’s Degree, preferably in finance of business-related fieldsAdvanced credentials in financial planning a plus (CFP, ChFC, CPA, etc.)Work Experience2 years of relevant financial service industry experienceKnowledge, Skills, and AbilitiesKnowledge of financial planning tools, concepts, and strategiesExcellent verbal and written communication skills and organization skillsPossess a drive to investigate and solve problemsAbility to understand and interpret client dataBased on years of experience, skills, and other important factors, the chosen candidate will be eligible for either the Level I, Level II or Senior position. reputed company will be determined during the interview process.#LI-NC1Required SkillsRequired Experience.
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