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