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Senior Financial Planner - Sports & Entertainment
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Full-time
- The Senior Financial Planner is responsible for supporting the (Sr.) Financial Advisor or Division Director by maintaining biblical client relationships and obtaining, analyzing, and coordinating complex financial information to develop customized, integrated financial plans consistent with client needs.
- Provides excellent service and technical support in the financial planning process to both clients and the (Sr.) Financial Advisor and/or Division Director through biblical relationships and applied in-depth technical skills and expertise
- Manages on-going coordination of client affairs, leading to transfer of day-to-day responsibility for managing the client relationship from the Advisor to the Sr. Financial Planner
- Exhibits technical knowledge and competency in cash flow planning and analysis (including bonus payments), tax and charitable gift planning, education funding, debt management, retirement, insurance, and estate planning
- Develops expertise in League benefits (MLB, NFL, NHL, etc.)
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