Pursue Purpose

Lead Financial Planner

Serve as the primary contact for assigned clients, developing customized financial plans, retirement strategies, and investment analyses using proprietary software. Support Lead Advisors by managing day-to-day client needs while identifying cross-sell opportunities. Excel in a collaborative team environment prioritizing client relationships over sales volume.

• Act as main point of contact for Holistic Wealth Management division clients.
• Prepare comprehensive financial plans, retirement income projections, and asset allocation analyses.
• Develop investment portfolio summaries and performance reports.
• Analyze tax strategies using specialized planning software.
• Run annuity, life insurance, and long-term care illustrations.
• Conduct regular client reviews and proactive check-ins per service model.
• Collaborate with advisors on complex cases and one-off analyses.
• Maintain accurate client records and ensure timely follow-up.
• Track multiple client projects while maintaining high attention to detail.

• 3+ years direct client-facing Financial Planner experience.
• Active Series 65 or Series 66 license.
• Bachelor's degree from accredited university.
• Advanced Microsoft Excel proficiency.
• Strong analytical skills with spreadsheets and financial calculations.
• Detail-oriented multi-tasker with excellent relationship-building skills.

• CERTIFIED FINANCIAL PLANNERTM (CFP®) designation (required within 2 years).
• Life Insurance license (required within 6 months).
• Experience with retirement income planning and tax optimization.