Financial Planning Consultant

* This role is directly hired by Michael W. Lynch, CFP®, ChFP®, CLU®, CASL ().

We are looking for a bright, thoughtful, hard-working Financial Planning Consultant to join our financial planning team full-time, with the ability to work remotely. This is a client-facing planning position. It is ideally suited for someone who wants to learn the business the right way: working closely with experienced financial planners, preparing for client meetings, completing custom financial analysis with excel, helping develop financial plans, communicating with clients, while growing into a trusted planning professional.

This is not a traditional sales role and does not include business development responsibilities. You will not be expected to prospect for or source new clients. However, you will interact directly with clients and may need to help them understand recommendations and encourage them to take appropriate action. In that sense, the role includes a consultative element that requires strong communication and influencing skills.

We are looking for someone who has a burning desire to be a financial planner—and achieve this through a non-sales channel. You can have a job, a career, or a mission. We want a person who is on a mission to be a top-tier financial advisor serving middle class millionaires. The right person will be curious, organized, detail-oriented, and a strong oral and written communicator.

Strong writing, speaking, and presentation skills are essential.

The Financial Planning Consultant will work closely with the lead advisor, other service advisors, and the planning team. Your primary function will be to be present at Zoom meetings with clients and prospective clients. Contributing in the meeting, preparing for them and following up with clients. These Zoom meetings will be 20 to 30 hours a week and will drive both your training and your secondary responsibilities.

Responsibilities will include:

• Preparing for client meetings
• Using a financial calculator and excel to perform detailed financial planning analysis
• Researching financial planning, insurance and investment questions and developing solutions
• Helping create and update financial plans
• Reviewing client data, statements, insurance information, tax
• returns, estate documents, and other planning materials
• Preparing follow-up items after meetings
• Drafting client communications
• Coordinating with the team to make sure client tasks are completed accurately and on time

This role is a dream for someone who wants to become an excellent financial planner. It’s a nightmare for someone looking for a cushy job or easy money.

This role may be a good fit if you:

• Have a burning desire to spend your professional life as a top-tier financial planner making a difference in people’s lives
• Are intellectually curious, like learning complex topics and are a lifetime learner
• Have a top 1 percent work ethic
• Like working as part of a team and are coachable

This is probably not the right role if you are looking for:

• A traditional 9-to-5 job that provides “work life balance.” We are looking for a person who wants to be a top-tier professional. This is not fully compatible with work life balance in the early years. In this way, it is similar to comparable fields like law, medicine and professional sports.
• A narrow technical planning role with no communication responsibilities
• A short-term stop on the way to something else

This is a full-time position with the ability to work remotely.

The role will generally require approximately 50 hours per week
. There will be evening work. The lead planner often sees his last client at 7:30 pm. He also works roughly…