Team Overview:Do you have experience in systems thinking? Do you have a background in financial planning tools and capabilities? If so, this Advising Specialist II role could be the right opportunity for you! The Wealth Management Advice and Solutions Division helps ensure that branch teams and our clients have a consistent supply of high-quality retirement, banking, insurance, mutual fund, and education savings products aligned with the firm's investment philosophy and solutions-based advice and guidance. In addition, the group drives innovation that will enhance products, services, processes and systems to meet our current and future client needs. These areas play a pivotal role in supporting the firm's goals of deeply serving clients and associates serve as the firm's subject matter experts for their respective areas.

What You Will Do:The Advising Specialist II serves as a technical subject matter expert for the Financial Planning and Advice & Guidance area. Much of this work requires a broad and deep understanding of the firm's A&G, systems and tools, financial planning principles, and the branch and client experience – in order to represent the integrity of A&G throughout the firm. This role requires informal people leadershipthrough large firm initiatives and formal thought leadership

Responsibilities include:

Collaborate with key stakeholders as the Financial Planning capability and A&G SME throughout the life cycle of projects, including planning, design and implementation for intermediate level projects. 

Serve as a SME for key stakeholders (Training, Service, Enablement) and branch teams to ensure the application of Financial Planning capabilities and integrity of the A&G is upheld through application and messaging. 

Document business requirements and partner with digital teams on execution, including refinement, user platform validation, user acceptance testing, and occasional implementation night testing. 

Work in partnership with other firm areas (Service, Field Supervision, Compliance, Legal, Operations) to problem-solve issues that arise regarding application of financial planning and firm A&G in our systems and tools. 

For financial planning and A&G topics, production issues and/or branch team escalations, coordinate needed expertise from other A&G units for intermediate level issues. 

Monitor industry trends, competitors and regulatory changes. Assess how those trends impact our business, messaging and the application of our A&G. 

Achieve results with and through others, within and across multiple teams.