About S.E.E.D. Planning Group
Fee-Only Financial Planning | Investment Fiduciary | No Commissions
We are a Personal Empowerment Company masquerading as a Financial Services Firm. We are focused on improving client financial health by redesigning how financial planning, investment management, and tax advice are delivered, while simultaneously creating an environment where (we expect) team members to grow personally and professionally every day. At S.E.E.D., there are no limits. If you want to build something great and be exceptional, we want to help you get there.
As a Financial Planner, you will be responsible for providing high-quality financial planning services to our clients including retirement planning, investment planning, risk management, estate planning, and tax planning. You will not be responsible for prospecting or finding new clients, and all clients will be provided by S.E.E.D. All of our Financial Planners are salaried employees who do not earn commissions. As a fee-only fiduciary, we are committed to placing our clients’ interests before our own.
Responsibilities
The Financial Planning team members, including Financial Planners and Wealth Managers, are responsible for the following:
- Maintaining and strengthening existing client relationships, as assigned. This includes working closely with other Financial Planners and Wealth Managers as part of servicing certain client relationships.
- Providing proactive guidance and advice in all financial planning areas.
- Effectively communicating with team members from each of our divisions to ensure a positive experience for all clients and team members.
- Participating on internal specialized teams designed to focus specifically on one area of our business.
- Utilizing financial planning software to assist with making recommendations to clients.
- Maintaining accurate client records and adhering to established internal policies regarding meeting notes and file management.
- Completing tasks in a timely manner.
- Participating in internal training sessions designed to provide education on financial planning topics, procedures, and compliance.
- Collaborating with our Investment Division to create a well-rounded and comprehensive experience for clients.