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

Lead Financial Planner requires

· Series 65 or Series 66 license required

· CERTIFIED FINANCIAL PLANNER

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

· Life Insurance license

· 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

Lead Financial Planner duties

Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
Prepare and analyze various financial planning reports
Utilize tax planning software to assess client tax situations and tax strategies
Run, review, and compare various illustrations for annuities, life insurance and long-term care (LTC) to find the best options for clients
Oversee preparation of various one-off analysis requests

Lead Financial Planner

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