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Wealth Financial Planning Strategist - CFP

Company: BB&T Corporation
Location: Charleston
Posted on: July 15, 2019

Job Description:

Job Description Specific information related to the position is outlined below. To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. Should you have a disability and need assistance with the application process, please request a reasonable accommodation by emailing or by calling ************. This email inbox is monitored for reasonable accommodation requests only. Any other correspondence will not receive a response. Regular or Temporary:Regular Language Fluency: English (Required) Work Shift:1st shift (United States of America) Please review the following job description: Actively engage in prospecting, selling, production, and delivery of fee-based financial planning services to new and existing affluent and High Net Worth (HNW) ($10+ million) BB & T clients (e.g. business owners, corporate executives, and other professionals). Essential Duties and Responsibilities: The following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Market and sell fee-based financial planning services using established procedures, methods, and practices. Recognize financial planning and product implementation opportunities and communicate these to the client and appropriate Wealth team members during the planning process. 2. Prioritize and manage workload based on established goals for completion of planning engagements. Communicate status of work by utilizing the Wealth Financial Planning (WFP) Workflow Report. 3. Demonstrate initiative by volunteering to lead special projects designed to improve the overall tactical and strategic planning group objectives (e.g. - workflow efficiency, software enhancements), and timely report conclusions back to WFP management. 4. Make suggestions to WFP management for changes and/or enhancements to assure quality service and timely delivery of WFP services. 5. Illustrate strong understanding of the WFP process and how it relates to, is implemented, and is explained to the Wealth service platform, as well as supporting internal documents. Proactively explain WFP processes, procedures, and products to Wealth team members. 6. Develop specific area of expertise (e.g. asset allocation, insurance) related to detail and complex financial planning in order to be a resource for other FPS across the footprint. Research details of related planning techniques and products available to Wealth clients. Communicate findings and update Wealth Strategists and team members regularly. 7. Ensure that the Financial Planning process and workflow are being followed to provide the proper advice to HNW planning clients. This includes all necessary internal and client meetings with Wealth team members and other BB & T Integrated Relationship Management partners. 8. Remain knowledgeable and up-to-date on personal financial issues, regulations, investment philosophies, and planning techniques for affluent individuals and families. Then, through designated software, work with Financial Planning Analyst to identify gaps/shortfalls in client's goals and objectives and provide proper advice and potential solutions. 9. Demonstrate ability to interact and explain complicated financial planning issues as well as creating and delivering planning recommendations with both clients in excess of $10 million net worth and WM team members. Utilizing the Recommendations Letter, communicate appropriate next steps in addressing objectives and concerns from the financial plan. 10. Attend and participate in weekly WM Team sales meetings as well as established WFP teleconferences, meetings, and activities. 11. Create strong working relationships with attorneys, accountants, and other advisors that work with affluent market segment to assure quality administration and increased business opportunity. Represent BB & T in civic, community, government, banking and professional groups. 12. Utilize client relationship management software to record financial plan sale dates, proper crediting for implementation of products, planning activity, and delivery of financial plans. 13. Maintain organized, efficient client files with minimal excess information; properly dispose of outdated paper-based and electronic-based information. 14. Preserve the confidential nature of client's personal financial data and obtain and share data according to BB & T policies, guidelines, and ethics requirements. 15. Comply with WFP policies and procedures as well as related bank, regulatory, and legal guidelines/requirements to ensure compliance with appropriate audit standards. Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in financial services-related discipline such as Business Administration, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience 2. Seven years of professional work experience with demonstrated competency in area(s) of concentration of which at least four years is specifically in the financial planning arena 3. Strong technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning 4. Strong communication and relationship skills 5. Certified Financial Planner (CFP) designation 6. Proven experience with group facilitation, presentations, and public speaking 7. Proven and successful experience in marketing and selling fee-based financial planning services 8. Strong written, verbal, problem-solving, and analytical skills 9. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 10. Ability to travel, occasionally overnight Required Skills and Competencies: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's degree in financial services-related discipline such as Business Administration, Accounting, Trust Management, Banking or Finance, or equivalent education and related experience 2. Seven years of professional work experience with demonstrated competency in area(s) of concentration of which at least four years is specifically in the financial planning arena 3. Strong technical knowledge of issues relating to financial planning including income tax, investments, debt management, retirement planning, employee benefits, stock options, insurance, and estate planning 4. Strong communication and relationship skills 5. Certified Financial Planner (CFP) designation 6. Proven experience with group facilitation, presentations, and public speaking 7. Proven and successful experience in marketing and selling fee-based financial planning services 8. Strong written, verbal, problem-solving, and analytical skills 9. Demonstrated proficiency in basic computer applications such as Microsoft Office software products 10. Ability to travel, occasionally overnight Desired Skills: 1. Master's degree in Business, Financial Services, Accounting, Law, or other related discipline 2. Strong interpersonal and relationship management skills BB & T is an Equal Opportunity Employer and considers all qualified applicants regardless of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. EEO is the Law Pay Transparency Nondiscrimination Provision

Keywords: BB&T Corporation, Charleston , Wealth Financial Planning Strategist - CFP, Accounting, Auditing , Charleston, West Virginia

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