Wealth Dimensions is hiring a financial planner to work under the direction of our firm’s Managing Members in order to help facilitate our Intentional Wealth Financial Planning process with clients.
Three to five years of experience as a financial planner preferred
B.S. or B.B.A. in business, math or a related field
Comfort with financial planning software and creating detailed financial plans. Experience with eMoney Advisor® is a plus.
A committed focus on the client, which includes active listening skills, ability to anticipate client needs, and strong written and verbal communication skills.
Strong interpersonal skills including the ability to initiate and develop business relationships in positive ways and relate to a diverse range of people of varying backgrounds, ages, experience and education levels.
Capacity for conceptual thinking, including the ability to analyze hypothetical situations or abstract concepts in order to make recommendations.
Facilitates data discovery, which includes gathering and reviewing pertinent financial information necessary to develop a financial plan.
Creates a personalized financial plan for clients, which includes strategies on how they can meet their financial goals and achieve what matters most to them in their lives.
Collaborates with lead advisor to present all aspects of the financial plan to clients.
Provides ongoing service to clients for keeping the financial plan current, as well as addressing planning-related service needs and questions.