Senior Financial Planning Support Specialist

Pay Range: $26.41 - $33.95

This senior-level administrative role involves managing a wide range of confidential and high-responsibility office and administrative tasks, with a strong emphasis on delivering exceptional client service within the wealth management sector. The position plays a critical role in ensuring an outstanding client experience, supporting both internal and external stakeholders, including Financial Consultants, Wealth Management Advisors, and other members of the Wealth Management Division. The position is responsible for overseeing complex planning processes, ensuring regulatory compliance, and driving operational excellence.
Key responsibilities include facilitating the financial planning process through the integration, analysis, and preparation of client data, as well as the development of high-quality client-facing materials. The role requires strong attention to detail, excellent organizational skills, and a deep understanding of the unique needs of high-net-worth clients.

Education and Experience:

• Bachelor's degree, preferably in business, finance or economics or equivalent education and experience
• Minimum 3 years of client service experience in financial services industry or similar environment

Skills and Abilities:

• Demonstrated excellence in interpersonal communication, with the ability to build and maintain strong professional relationships.
• Dedicated to delivering exceptional client service with a focus on responsiveness and client satisfaction.
• Skilled in managing multiple priorities effectively in a dynamic, fast-paced environment.
• Self-motivated with a proven track record of taking initiative and working independently.
• Strong written and verbal communication skills, with the ability to convey complex information clearly and professionally.
• Proficient in Microsoft Office Suite and other standard PC applications within a Windows environment.
• Ability to quickly learn and adapt to new technology platforms, including eMoney/WealthVision and LPL Financial systems and tools.

Unique Job Characteristics and Requirements:

Those hired for this position may be asked to obtain a Series 65 or 66 license, Life Accident and Health license or other professional designations as needed

Tasks Performed:

• 50% Support Senior Financial Planner and Financial Planners in the creation, presentation and implementation of comprehensive financial plans. Collaborate on comprehensive financial planning initiatives, ensuring accuracy, compliance, and alignment with client objectives.
• 20% Manage the Financial Planning process. Interact with internal/external clients to keep the process moving efficiently. Track process in management software.
• 20% Provide post-plan client service on an ongoing basis. Follow up with advisors to ensure plan implementation in a timely manner.
• 5% Complete short term and long term projects, as needed to improve the operating efficiency of the Financial Planning Department. Drive departmental projects focused on innovation, efficiency, and technology integration.
• 5% Other duties as required

Physical Requirements:

• Communicate effectively with internal and/or external customers
• Stationary 75% of time or greater
• Move Objects to Maximum 10 lbs

Why Work at NBT

At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community – because your success drives our success. 

Wellbeing 

At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally. 

Community Involvement 

NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace. 

Culture 

NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued. 

Career Development 

Whether you’re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential. 

Total Rewards 

NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives – ensuring you feel valued every step of the way.   

Business Stability 

NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan. 

Benefits for Full-Time Employees: 

• Generous Paid Time Off: At least 22 days annually, prorated in the year of hire. 

• Parental Leave: Six weeks of paid leave at 100% of your salary. 

• Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being. 

• Flexible Spending Accounts: For healthcare and dependent care expenses. 

• Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage. 

• Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage. 

• Voluntary Benefits: Including hospital, accident, and critical illness coverage. 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.

• Adoption Assistance: Supporting your growing family. 

• Tuition Reimbursement: Invest in your education and career growth. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Pet Insurance: For all your furry friends.

• Financial and Banking Services: Various banking services benefits and financial planning assistance. 

Benefits for Part-Time Employees Working 20+ Hours/Week: 

• Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants. 

• Dental and Vision Coverage: Ensuring your overall health and well-being.

• Voluntary Benefits: Including hospital, accident, and critical illness coverage.

• Generous Parental Leave: Six weeks of paid leave at 100% of your salary. 

Benefits for All Part-Time Employees: 

• Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future

• Paid Sick and Safe Leave: For your health and safety. 

• Employee Assistance Program (EAP): Access to support and resources. 

• Financial and Banking Services: Various banking services benefits and financial planning assistance.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.