Senior Financial Planning Analyst
Developing complex financial plans for Financial Planner's clients, reviewing plans for completeness, accuracy, and suitability, discussing advanced planning concepts and implementation scenarios, and special projects.
- Developed and led campaign to engage Financial Planners in utilizing planning software by marketing the Planning Department's services and resources. Company-wide engagement increased by 8%.
- Rewrote user guide for NaviPlan financial planning software.
- Wrote and published numerous department related documents for company wide distribution.
- Developed intricate spreadsheets to model different portfolios that were used by entire Planning team.
- Worked closely with IT team testing software prior to rollout
- Took 60% of inbound calls daily serving as advisor/coach to other financial professionals using various financial planning software platforms.