Lead Certified Financial Planner
Listed on 2025-12-31
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Finance & Banking
Financial Consultant, Financial Advisor
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
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