Job Description
Job Description
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