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At Baune Financial, we are focused on helping clients discover a clear vision for their future and achieve confidence in their financial lives. Charting a client’s course begins by developing a personalized, comprehensive financial plan. We believe financial planning is at the core of everything we do to support and guide our clients. As a Financial Planning Analyst, you will have an opportunity to serve, support, and impact the lives of many clients.  We are a rapidly growing team with a pursuit of excellence and focus on continuous learning.
Responsibilities
Client Interactions
- Ensure the appropriate financial planning activities are completed before and after each client meeting
- Provide support to Advisors by attending meetings with existing clients and ensuring the appropriate case preparation and post-meeting actions are taken
- Support the Advisor’s presentation to clients with new or updated financial plans based on the client’s unique and changing needs
Financial Planning
- Work with the Director of Financial Planning to review financial documents provided by clients and discuss planning approach
- Leverage planning tools to create and update financial plans for prospects and clients
- Create supporting documents, aligned with the financial plan, as needed Â
- Meet with Advisors, as needed, prior to planning meetings with clients
Collaboration and Development
- Stay current on financial planning trends, tools, and regulations and, when appropriate, share with the team.
- Contribute and lead special projects focused on marketing and client engagement
Qualifications
Required
- Bachelor’s degree with a focus on business, finance, or related field
- Health and Life licensed or gained within 6 months of employment
- Required FINRA registrations (SIE and Series 7 within 3 months employment)
- Required Northwestern Mutual licensing as an Associate Wealth Management Advisor within 9 months of employment
- Certified Financial Planner designation or actively pursuing
- Strong analytical and problem-solving skills with attention to detail, accuracy, and reliability
- Strong written and verbal communication
- Ability to work well with others
- Strong organizational and time management skills including prioritization and the ability to meet deadlines
- Ability to thrive in a fast-paced environment
- High level and understanding of client confidentiality
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