[Remote] Sr Financial Planner

Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. The Sr. Financial Planner will support Financial Advisors by developing comprehensive financial plans, providing technical expertise, and mentoring new team members.ResponsibilitiesSupport the Financial Advisor with the creation of customized financial plansOrganize client’s financial documentation and information as necessaryProvide an accurate summary of clients’ personal information, current financial position, and asset allocationReview and summarize insurance detailsReview and summarize estate plan detailsReview and summarize tax returns detailsCreate financial planning reports/analyses utilizing MoneyGuide Pro, eMoney, Morningstar and other planning toolsCommunicate directly with the Advisor and/or client to obtain additional information and ask questions regarding the financial planIdentify areas of opportunity and coordinate specific recommendations with the Financial Advisor and Advanced Planning peersComplete Financial Plan for delivery to clientRecord notes and pertinent details in Salesforce regarding client communications, inquiries, and actions related to the planning request as necessaryParticipate in Financial Plan presentations and reviews as necessary to present planning concepts and analyses to the clientParticipate in the research and response of general technical planning inquiries from Advisors and other team membersProvide subject matter expertise (SME) & supportProactively share expertise and knowledge via various forumsIdentify resource requirements and detailsResearch and identify necessary data and incorporate as necessaryFormat in clean, professional manner for review and approval by applicable partiesParticipate in the planning and implementation of corporate/team initiativesAttend and participate in Micro-Monday sessions and other company meetingsProvide timely responses to questionsContribute positively to problem solvingProvide Training support to peers and new team membersSkillsBachelor's Degree in business; finance, economics or related7+ years in Financial ServicesSuperior verbal and written communication skillsProficient with Microsoft Office Suite or related softwareFamiliarity with Salesforce and Support Org functionalityProficiently uses financial planning technologyCFP RequiredDemonstrated expertise in complex planning areas such as real estate, small business ownership, and advanced tax planning strategies preferredCPA, EA, JD, MBA, or other advanced designations are preferredBenefitsTraining and professional developmentMedical, dental and vision coverage (Available to full-time employees and their families)Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)12 paid holidays each year (10 pre-determined and 2 floating days)Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)Company OverviewIn 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.