VP, Financial Planner

VP, Financial Planner

Job Function: The Financial Planner is a key member of the Country Club Trust Company (“CCTC”) team. The primary role will be to deliver the personal financial planning process to appropriate clients and prospects of CCTC.

 Essential Duties and Responsibilities: 

• Establish and define the relationship with the client and gather the necessary documents pertinent to the client’s planning needs
• Analyze and evaluate client’s financial status
• Aid client in establishing financial and personal goals
• Develop and present financial planning recommendations and alternatives, demonstrating a broad base of knowledge across all areas of financial planning including investments, insurance, income tax management, retirement analysis and estate planning
• Assist in the implementation of financial planning recommendations
• Monitor financial planning recommendations
• Assist in the establishment of new client relationships and enhancement of existing client relationships
• Work effectively as a business partner with all areas of the organization
• Special projects as needed or assigned, including, but not limited to associate and/or client training and/or seminars
• Attends work regularly and consistently to ensure appropriate staffing needs are met in the department and the organization, and needs are met in a timely fashion
• Other tasks as assigned from time to time by supervisor or other member of management

Job Qualifications/ Required Skills and Abilities:   

• Certified Financial Planner (CFP) designation
• 5-10 years of experience working in a client facing setting
• Superior written and verbal communication skills
• Exhibit and maintain high degree of professionalism
• Maintain high degree of confidentiality and integrity
• Ability to communicate effectively and professionally at all levels of the organization
• Excellent follow through and time management skills
• Excellent attention to detail
• Strong PC, web, database/Excel
• MUST exhibit good business acumen
• MUST possess a “can do” customer-service attitude/philosophy

Physical Demands/ Work Environment:   

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Individuals may need to sit or stand as needed.  Individuals may sit for long periods of time.   May require walking on a primarily level surface for periodic periods throughout the day. Reaching above shoulder heights, below the waist or lifting as required to file documents or store materials throughout the work day.  Requires ability to communicate verbally and in writing via telephone, email and in person.  Also requires ability to operate computer and computer programs.  

This job description should not be construed to imply that these requirements are the exclusive standards of the position.  Incumbents will follow any other instructions and perform any other related duties, as may be required.  Country Club Bank has the right to revise this job description at any time. 

This job description, like other Country Club Bank documents, is not to be construed as a contract of employment or an agreement for employment of any specific duration, since employment at Country Club Bank is at will, and subject to termination at any time with or without cause or notice.

Following a 90 day training period,  this position would have the ability to work remotely 1-2 days per week.