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Financial Planning Analyst I, II or III

Company: Synovus Mortgage Corp.
Location: Atlanta
Posted on: December 5, 2019

Job Description:

Job Summary: Assists financial planner in managing client relationships by producing financial plans or updates for presentation to clients. Prepares all materials for new financial plans or plan updates for client meetings to include portfolio allocation, tax and retirement projections, financial statements, long term cash flows, review and interpretation of employee benefits, stock option/LTIP analysis, estate plan and education plan preparation, survivor analysis or insurance analysis. May actively manage own client base. Job Duties and Responsibilities: Prepares all materials for new financial plans or plan updates for client meetings to include portfolio allocation, tax and retirement projections, financial statements, long term cash flows, review and interpretation of employee benefits, stock option/LTIP analysis, estate plan and education plan preparation, survivor analysis or insurance analysis. Client documentation should be in final form and not require significant revisions after review by financial planner. Work with Financial Planner to understand client objectives and goals Performs research to determine cost basis of client assets, to review company benefits and to review securities' transactions. Meets with clients on an as needed basis. Communicates with clients to answer questions and to obtain information to complete financial analysis. May execute trades at the request of financial planner, or may serve as backup asset management traders during periods of absence. Follows all company policies and procedures, applicable laws and regulations Provides work/task related direction and advice to junior team members. May orient, train, assign and review work assignments and results, provide performance feedback and training to junior team members. May prepare federal and state current year tax returns, extensions, IRS responses, amended returns and cost basis calculations. Ensures that all information and documents required are obtained and filing deadlines are met. May actively manage own client base with responsibility for all aspect of the client relationship. Responsible for account trades, applying for insurance or opening brokerage accounts for clients. Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion. Perform other related duties as assigned. The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Synovus is an Equal Opportunity Employer supporting diversity in the workplace. Minimum Requirements Additional Information Required Education: Bachelor's Degree in Finance, Economics, Business Administration or related discipline Required Certification(s): CFP certification. Series 7 and 63 preferred. Required Knowledge, Skills, & Abilities: Excellent analysis skills Demonstrated ability to routinely deal with confidential information and materials Excellent interpersonal and communication skills Very strong attention to detail Proficient in Excel

Keywords: Synovus Mortgage Corp., Atlanta , Financial Planning Analyst I, II or III, Professions , Atlanta, Georgia

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