Lead Financial Planner

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