Financial Planning Manager

Putting client needs first is deeply rooted in the Bulman Wealth Group culture and at the core of everything we do. This is an opportunity for someone who is dedicated to serving clients, has a desire to be a part of a growing team, and wants to contribute to an amazing firm culture. If this sounds like you, let’s talk

1. POSITION TITLE: : Financial Planning Manager


The Financial Planning Manager will deliver exceptional service by performing various industry specific tasks in support of our Financial Advisors. This position will interact heavily with clients in person, on the phone, and through written communication; maintaining a strong, client first relationship is expected. Strong attention to detail is required when partnering daily with firm advisors to ensure thorough preparation for all
prospective and current client meetings. Position may require employee to deliver 1:1, small group, and large group trainings and presentations to peers and clients.


  1. Develop, manage, and retain strong client relationships 
  2. Develop, manage, and retain professional industry related vendor relationships 
  3. Proactively work with advisors, clients, and carriers to resolve issues
  4. Assist advisors with meeting individual and firm goals 
  5. Build and maintain client files according to Bulman Wealth Group expectations 
  6. Complete, process, and deliver client paperwork, as needed 
  7. Record notes from every client conversation in Customer Relationship Management (CRM) database, alert
    COO or advisor should issues arise 
  8. Manage all pre-appointment preparation including securing current account documentation and reports 
  9. Submit documentation and generate various reports for portfolio analysis using identified platforms 
  10. Gather updated account values and complete client review summary for upcoming review appointments 
  11. Operate with a proactive approach to advisor & client related tasks 
  12. Lead the operations team in the implementation of eMoney; support and train as needed 
  13. Onboard, train, communicate, and update clients on eMoney solutions available to them
  14. Respond to inquiries within 24 hours of receipt 
  15. Perform detail oriented tasks with specialized attention to sensitive and/or confidential content


  • Ability to prioritize projects and manage time 
  • Attention to detail and accuracy 
  • Consistent follow-through 
  • Process driven 
  • Excellent communication skills, both written and oral
  • Uses discretion, exercises good judgement, and maintains confidentiality of sensitive information
  • Demonstrates persistence to achieve high quality 
  • Strong appreciation for the importance of completing tasks on deadline 
  • Strong phone and presentation skills 
  • Command of the English language and grammar 
  • Experience working in a fast-paced environment 
  • Advanced knowledge of computers and G-suite 
  • Ability to multi-task


  • Desire to build relationships with people; pleasant disposition 
  • Highly organized 
  • Self-starter 
  • Flexible 
  • Service oriented 
  • Desire to support a team 
  • Strong work ethic


  • Previous experience processing confidential documents  
  • Previous client interaction in an office environment 
  • Previous experience working in a financial services related role, preferred 
  • Insurance licensing, preferred 
  • BA/BS degree, preferred 
  • Series 65 or equivalent licensing or ability/interest in obtaining, preferred


All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or an indication of future results.

Opinions expressed herein are solely those of Chris Bulman Inc. dba Bulman Wealth Group and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Investment advisory services are offered through Chris Bulman Inc dba Bulman Wealth Group, an SEC Registered Investment Advisor. Insurance products and services are offered through Chris Bulman, Inc. dba BWG Insurance Agency and Ameritas Life Insurance Corp., CA State Insurance License # 0M46922. Being registered as an investment advisor does not imply a certain level of skill or training.

Bulman Wealth Group, BWG Insurance Agency and Ameritas Life Insurance Corp. are not affiliated with or endorsed by the Social Security Administration or any other government agency.

Any statements or opinions expressed should in no way be construed or interpreted as a solicitation to sell, or offer to sell, advisory services to any residents of any State other than the States where otherwise legally permitted.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

Purchases are subject to suitability. This requires a review of an investor’s objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.

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