• Work with advisors on clients with assets under management of $2 million or more. • Consult with the Financial Planning Manager for clients with assets of $5 million and more complex financial plans • Collect data for financial planning via client questionnaire, clarify and verify client answers to questions and enter data into financial planning system. • Utilize financial planning software to generate financial plans and review with Financial Advisor. • Generate specific action plans for clients relative to the specific recommendations made in their financial plan. • Create, review and enter data into spreadsheets to analyze specific financial planning and/or business planning issues. • Work with the financial planning team to continually assess existing software the planners use to determine changes and upgrades needed to maximize opportunities with clients and potential clients. • Work with Operations and IT department for enhancement of existing software and systems, development of new systems and deployment of both. • Work with Marketing department to review and edit written and other material made available to the public. • Conduct research as required by the Director of Financial Planning. • Teach the nuances of the firm's culture and sales process as needed in all training sessions. • Conduct financial planning seminars for the firm's clients, COI's, and local branches • Assist the Director in M&A efforts that involve training and integration • Assist the Director in training of newly hired staff both in the planning department and in the advisor sector • Perform other duties as assigned and required.