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The preferred candidate will have, or will be working toward earning the Certified Financial Planner (CFP) designation. Experience with various portfolio management and client relationship software such as Tamarac, iRebal, eMoney, and CRM Databases.
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The Wealth Planner is responsible for overseeing Huntington Private Bank's financial planning experience to high-net-worth clients within the $1m to $10m segment. Competency with Money Guide Pro, eMoney, MS Windows and Office Products & Salesforce.
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Series 65 a plus Technical skills: Ability to read and analyze existing financial documents and spreadsheets Financial Planning Software: strong background in eMoney or others (e.g. SunGard, NaviPlan etc.
$45ExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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The Wealth Planner is responsible for provide financial planning and technical support to high-net-worth clientele. Proficiency in eMoney and Microsoft Suite. Working closely with advisors, implement comprehensive financial planning solutions (including cash flow planning, asset management, estate planning and risk management.
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CERTIFIED FINANCIAL PLANNER™, CFA®, CIMA® or other relevant designation strongly preferred. Prior experience with Salesforce, Orion, Wealthscape, EMoney, and/or MindManager software.
$88,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Quickly learn the financial planning software eMoney to create and edit financial plans, as well as Black Diamond and Holistiplan as additional service and planning tools. CFP Candidate (Certified Financial Planner Professional) is a plus.
$50,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Knowledge of investments, insurance, income taxes, estate planning & financial planning concepts, and their integration into a financial plan. Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions.
ExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Creating financial plans through in-depth discussions using eMoney. Certified Financial Planner designation is required (ideally, 5+ years experience creating thorough plans.
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Judson Group has been retained by a growing financial management firm to add a Financial Planner to their team. Experience working with eMoney software. 10+ years of experience with a financial planning firm, family office, or RIA.
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Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.) in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide.
ExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Proficient in Excel and strong aptitude in mastering financial planning software such as eMoney. Certified Financial Planner (CFP) designation required. based on data collected and client objectives using software such as eMoney and/or Excel spreadsheets.
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Software experience:Proficient in Microsoft Office suite (Outlook, Excel, Word, PowerPoint)Experience with financial planning or tax planning software preferred (eMoney, Holistiplan, Naviplan, MoneyGuide Pro, BNA Income Tax Planner, etc.
$92,080 - $138,120 a yearFull-timeExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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We are offering a highly accomplished financial planner professional an opportunity to develop new business and be a critical contributor on our financial planning team. Familiarity with programs such as eMoney Advisor.
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The Financial Planner communicates effectively with clients and co-workers, analyzes confidential client information, and integrates biblical principles into customized financial plans to help clients and their families achieve their goals.
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You will be working within our main program, eMoney, and working with our Financial Planner to maintain our client relationships. A Fast-growing, multi-disciplined financial planning firm seeks an experienced Financial Planner Associate to work with existing Financial Planners and clients to coordinate services between our tax, trust, entity, portfolio and insurance teams.
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