The Team Lead for Centralized Financial Planning will be the driving force behind transforming complex financial planning data into actionable, client-friendly strategies. This role is pivotal in ensuring data from Money Guide Pro is effectively utilized and translated into visually engaging and easy-to-understand PowerPoint presentations for clients and advisors. The ideal candidate is detail-oriented, proficient in financial planning tools, and has exceptional communication and presentation skills.
Primary Responsibilities
Financial Planning Data Analysis and Strategy Development
- Extract and analyze client-specific data from Money Guide Pro to identify key financial insights and opportunities.
- Develop customized financial strategies based on the data, tailored to meet individual client goals and needs.
Presentation Creation and Delivery
- Build visually appealing, easy-to-follow PowerPoint presentations that clearly outline financial strategies for clients and advisors.
- Ensure presentations simplify complex financial concepts and include actionable recommendations.
- Maintain a consistent presentation format that aligns with the company's brand standards.
Advisor Support and Collaboration
- Collaborate closely with advisors to understand client objectives and align financial strategies accordingly.
- Provide advisors with the tools, insights, and confidence to deliver compelling presentations to clients.
- Serve as the go-to resource for enhancing the client-advisor interaction through well-structured materials.
Continuous Process Improvement
- Review and refine presentation templates and workflows to improve efficiency and quality over time.
- Monitor feedback from advisors and clients to enhance the usability and effectiveness of materials.
- Stay updated on Money Guide Pro and PowerPoint best practices to bring innovation to the role.
Success KPIs/Metrics
3 Months:
- Establish and standardize the PowerPoint presentation format for client meetings.
- Successfully create and deliver 10+ financial planning presentations using Money Guide Pro data.
6 Months:
- Receive positive feedback from 90% of advisors on the usability and effectiveness of presentations.
- Train at least 50% of advisors on using the new presentation materials effectively during client meetings.
12 Months:
- Fully implement a streamlined process for data extraction, strategy development, and presentation creation.
- Support 25% of high-net-worth clients ($5M+ investable net worth) with comprehensive financial planning presentations.
Skills and Experience
- 5+ years of experience in financial planning or related roles.
- Strong proficiency in Money Guide Pro and PowerPoint.
- Excellent analytical skills to translate complex financial data into actionable strategies.
- Exceptional presentation and communication skills, with an eye for design and simplicity.
- Ability to collaborate effectively with advisors and tailor strategies to individual client needs.
- Proactive, detail-oriented, and capable of managing multiple projects simultaneously.
- Familiarity with financial planning tools and industry best practices.
- CFP or FPQP certification preferred but not required.
Employee Benefits & Perks
- Profit Sharing Bonus Program
- 401(k) Employer Match (up to 4%)
- 100% Employer-Paid Medical Insurance (HDHP HSA Plans)
- Dental and Vision Insurance
- Employer-Paid Long-Term Disability, Life, and AD&D Insurance
- Voluntary Life and Supplemental Insurance Plans
- Paid Time Off (112 hours after 90 days)
- 12 Paid Holidays
- Ongoing Training & Education Opportunities
- Company Events, Awards, and Activities
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