We are looking for a Planning Specialist to work with a large advisory team in the Cincinnati Market. The ideal candidate is highly motivated, exceptionally organized, and has a passion for helping others create sound financial plans.

This position works closely with the senior Wealth Management Advisor in charge of planning for the team. Responsibilities include:
• Engaging with clients and prospects to help them understand and articulate their financial goals with respect to retirement, education, wealth preservation, and other.
• Developing coherent and realistic financial plans that address the interrelated concerns – risk tolerance, growth requirements, time frames, investment instruments and structure, tax sensitivity, legal/regulatory considerations, etc. – involved in complex planning situations.
• Quantifying and modeling financial goals to clarify and illuminate decision points for advisor use and presentation to clients.
• Collect and input data into a range of planning software. Create reports, spreadsheets, etc. based on that data for presentation to clients.
• Proactive collaboration with team members to maintain a positive, productive team environment.

If you enjoy financial planning, and want to work with a respected, successful and engaged team committed to providing valuable, top-tier, planning advice to others, this position may be the one for you.