Update client data and build, run, and quality-check comprehensive financial-planning models, scenario analyses, and supporting illustrations • Gather and analyze client information across retirement, investments, cash flow, insurance, education, tax considerations, estate-planning inputs, and other planning areas. • MoneyGuidePro experience strongly preferred; NaviPlan or other comprehensive planning software experience is also valuable • CFP certification preferred; CFP coursework or a genuine willingness to pursue the CFP certification is valuable.