• Prepare financial plans for prospective and existing clients. This includes spending plans, investment analysis, retirement projections, Social Security analysis, education-funding analysis, stock options analysis, estate-planning analysis, tax planning, asset protection, and risk management needs analysis. • Work with sales, advisors and clients to gather, organize and process data to prepare the financial planning analysis. • Fluency with financial planning tools (ex: eMoney, Morningstar, SS Analyzer, CRM, portfolio accounting). • Partner with advisor teams to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future. • Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs. • Collaborate with other groups within Family Wealth Services and Investments to develop client strategies that incorporate relevant and specific recommendations to each client. • Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Social Security, and tax planning. • Co-present financial planning concepts and analysis with advisors. • Assist with creating and implementing procedures to improve efficiency and enhance client experiences.