Financial Planning Specialist; CFP

Lead Advisor is a wealth management consulting and search firm. This role is for a client in Fairfield County, CT.

Candidates MUST have their CFP designation. The role will function as a planning specialist along with research and client experience responsibilities.

We are looking for a CFP (required) to oversee planning, case management, and research to ensure efficient operations and high client satisfaction. The role also emphasizes ongoing relationship management with an existing segment of the firm’s book of business, ensuring consistent engagement, retention, and growth of key client relationships.

The Director of Research, and Client Experience is responsible for leading the planning process and client servicing operations of the firm to ensure efficient workflow, continued improvement, and exceptional client satisfaction. This role involves fostering a client-centric culture, managing advanced case designs, and ensuring all team activities align with the company’s strategic goals.

• Case design (overall planning, estate planning, trust and insurance planning)
• Prepare all plans and research for Senior Advisors