Financial Planner

Company: TrustBank
Location: Phoenix
Posted on: April 12, 2025

Job Description:

Description:Join the TrustBank team and shape legacies and build futures when working with clients. You will be part of a dynamic team and a growing organization. We are seeking a Financial Planner who is looking to make a real impact and thrives in a collaborative culture. You will play a vital role in helping us exceed our client's expectations and be a part of Growing Prosperity Together.
JOB TITLE: FINANCIAL PLANNER
DEPARTMENT: WEALTH MANAGEMENT
REPORTS TO: CHIEF WEALTH STRATEGIST
FLSA STATUS: EXEMPT
TYPE OF POSITION: FULL-TIME

JOB SUMMARY
Responsible for providing goals-based wealth plan consulting services to high-income/net worth individuals and families, including professionals, corporate executives, business owners and others with complex financial circumstances. Collaborate with Lead Relationship Manager working with other client service team members to integrate client service delivery. Contribute to thought leadership in wealth planning. Engage with the professional advisor community to advance TrustBank brand and reputation. Own and drive the financial planning process, which includes designing, analyzing, and presenting customized plans.
DUTIES AND RESPONSIBILITIES
--- Provide planning, advisement, and insurance recommendations to clients to meet their financial goals--- Be a proactive and effective financial planner on the Wealth Management team --- Works well independently and within a team environment--- Responsible for advising clients around financial planning --- Analyze the company's current financial status, going into enough detail to understand their specific needs--- Work with a team of staff to keep track of records and file updates--- Maintain working relationships with a variety of clients and/or departments, and keep them apprised of any financial developments--- Act as a liaison with Wealth Strategists/Wealth Advisors to work with insurance providers and other financial professionals--- Other duties as assigned
WORKING CONDITIONSThe position is Monday through Friday, typically from 8AM - 5PM and is forty hours a week. Additional hours may be required as needed. The position will primarily be located 2375 E Camelback Rd Ste 155 Phoenix, AZ 85016. The position requires long periods of sitting in front of a computer. Noise level is moderate, and the office is well lit. The duties of the job may require the employee to stand, walk, use hands, and feel objects, tools, or controls, reach with hands, arms, and talk, or hear. Ability to lift 25-pounds. Vision abilities include close vision, distance vision, peripheral vision, depth perception and the ability to focus. Some work may be repetitive at the computer and the position requires direct work with the public.
TRUSTBANK CORE VALUESEmbrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITSThe estimated annual salary for this position is $65,000 - $122,000, this includes base salary and estimated wealth management incentive earnings. Pay rate may vary based on the candidate's qualifications skills, and experience. We offer a 401(k) plan featuring a discretionary employer match in bank stock. See more about our generous employee benefits details that may be found on our bank's career page. https://trustbank.net/company/career-opportunities

DISCLOSURESTrustBank recognizes that people are our bank's strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position. This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization. Equal Opportunity Employer/Disability/Veterans
Updated: March 14, 2025
Requirements: EDUCATION and/or EXPERIENCEBachelor's degree in finance or similar field like accounting , economics, or business administration is required. Requires a CFP designation and 2+ years in the financial services industry with an emphasis on Trust, Investments, sales, and financial planning. Licenses required are series 7, 65, 66.
QUALIFICATIONS and KEY ATTRIBUTESTo perform this job successfully, an individual must be effective in client relationship servicing and development. You must be able to effectively engage clients, to determine their need. You must have exceptional communication skills, strong attention to detail, be proactive, analytical, show empathy, and require minimal supervision. Will require travel across regional locations may occur. REQUIRED SKILLS and ABILITIESStrong analytical, problem solving, and organizational skills are required to identify, research and/or resolve requests, as well as to manage conflicting priorities and workflow. A strong knowledge of general financial principles to be able to service and effectively communicate with high-net-worth clients. Stay up to date with financial software and applications and fully understand how the technology supports the role and TrustBank's high standards of servicing.
TECHNICAL SKILLSProficient in Salesforce, and eMoney, Microsoft 365, Excel for data analysis, and report preparation.


Compensation details: 65000-122000 Yearly Salary



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Keywords: TrustBank, Chandler , Financial Planner, Accounting, Auditing , Phoenix, Arizona