A Hefren-Tillotson Financial Advisor always puts their clients first.  The ideal candidate will believe in the power of financial planning, have high ethical standards and focus on building strong personal relationships.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience, at least 5 years industry experience, and a proven track record of business development.  Candidates should appreciate the value of teamwork; be willing to leverage internal and external resources; be an excellent communicator, self-motivated and responsible.  Series 7 and 66 licenses required.

The Financial Planning Department at Hefren-Tillotson creates detailed, comprehensive financial plans for prospective and current clients to analyze their current financial situation and help advisors recommend specific actions to their clients. This entry-level position will expose the financial planner to hundreds of financial plans, learning opportunities from peers and financial advisors, and the opportunity to transition to a financial advisor or a specialized financial planner in the future.

The Financial Planner will be responsible for analyzing clients’ financial data provided by the financial advisor; building financial plans to analyze prospective clients’ retirement goals, education funding, insurance coverage, investments, estate, etc.; updating financial analyses for current clients; researching financial planning topics and analyzing specific client situations for advisors; helping to educate financial advisors on financial planning topics and new legislation; completing the requirements to become a CERTIFIED FINANCIAL PLANNER professional. This will involve self-study for multiple exams and a comprehensive exam.

The ideal candidate will have a Bachelor’s Degree, excellent attention to detail, be proficient with MS Office, strong mathematical and analytical skills, ability to work in a team environment with a positive attitude, effective communication skills, both verbally and in writing and strong interpersonal skills. Experience with eMoney planning software is a plus.