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