Lead Certified Financial Planner

Lead Certified Financial Planner needs 3 years of experience working directly with clients as a Financial Planner.

Lead Financial Planner requires

Series 65 or 66 are required

3+ years of experience working with clients as a Financial Planner required

CFP is a designation requirement to be obtained within 2 years from hire date

Life Insurance license preferred

Life insurance license must be obtained within 6 months from hire date

Bachelor's Degree from an accredited college or university

Strong passion for financial and retirement planning

Enjoys working with numbers, spreadsheets and planning analysis

Very strong Microsoft Excel experience and familiarity

Highly detail-oriented and accurate

Must be capable of multi-tasking and tracking multiple items/projects at the same time

Friendly, outgoing, and able to build and maintain strong relationships

Life Insurance License

CFP (Preferred)

Lead Financial Planner duties

Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.

Service all client needs, requests, questions, and updates

Prepare comprehensive financial plan recommendations

Prepare and develop robust retirement income plans and retirement plan tracking

Prepare investment portfolio summaries and asset allocation analyses

Meet regularly with clients to establish trusting, supportive relationships