Financial Planning Principal

FINANCIAL PLANNING PRINCIPALSTATUS :

Exempt

DEPARTMENT :

Financial PlanningBASIC FUNCTIONThe Planning Principal position collaborates with the Investment Principal and Trust Principal assigned clients to evaluate short- and long-term financial goals, ascertaining at the outset of a client engagement and on a periodic basis the specifics of a clients current financial situation and goals. The Planning Principal position assesses the ability to meet goals and objectives through analyzing net worth, cash flow, insurance coverage, investments, and tax strategies. This position creates a written financial plan, illustrating the benefits and disadvantages of various options which are presented to the client. After selecting the optimum plan, the Glenview Team will assist in implementing the plans strategies. Perform special analysis as required by a clients unique circumstance or as requested by colleagues.ORGANIZATIONAL RELATIONSHIPSReports to :

The Chief Fiduciary Officer

SPECIFIC DUTIES AND RESPONSIBILITIES

• Denotes an essential function of the jobA.
• Collaborate with the Trust Principals and Investment Principals to ascertain the current financial situation of clients, as well as their short-term and long-term financial goals. B.
• Assess the ability to meet goals and objectives through analyzing net worth, cash flow, insurance coverage, investments, and tax strategies. Create and present a written financial plan, illustrating the benefits and

disadvantages of various options to the client. Assist in implementing the plans strategies. C.

Performs other duties, including special projects, as assigned by executive leadership.STANDARDS OF PERFORMANCEA.

Client satisfaction and retention.B.

Relevant client financial plans for all participating clientsC.

Provide support to all team members in client meetings and new business development.D.

Timely and accurate preparation of all required materials.E.

Reliable / accountable for all elements of work assigned.F.

Demonstrate initiative and expertise while focusing on the success of the organization.G.

Participation in and contribution to management initiatives.H.

Maintenance of Company and client information in a confidential manner.MENTAL AND PHYSICAL REQUIREMENTSA.

Ability to assess and interpret client needs to design personalized planning strategies.B.

Ability to maintain a high level of concentration with frequent time pressures and occasional interruptions.C.

Ability to sit for extended periods of time.D.

Ability to maintain sustained visual attention for considerable periods of time.EDUCATION AND SKILLSA.

CPA or JD designation required.B.

4-year degree in Accounting or Finance.C.

Certified Public Accountant (CPA) preferred.D.

Certified Financial Planner desirableE.

5-10 years minimum financial experience in trust administration, wealth management organizations, or public accounting.F.

Proficient knowledge and use of Microsoft Office, SalesForce, Money Guide Pro, and NaviPlanGlenview Trust is an Equal Opportunity Employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, veteran status, disability, or any other category protected by law.Compensation details : 110000-140000 Yearly SalaryPIe85c2961eb12-31181-38646577