Role OverviewThe Planning Lead Advisor will play a critical role in delivering comprehensive financial planning services to clients, preparing and reviewing financial plans, presenting strategies, and collaborating with clients and team members.
What You Will Do
Prepare and review financial plans, present strategies, draft and send follow-up emails, recommend and assist in implementing advanced financial planning strategies, and provide ongoing support to clients.
Why It Might Be a Fit
The ideal candidate will have a Certified Financial Planner (CFP) designation, 3+ years of experience in financial planning, and proficiency in financial planning software, including eMoney.
Requirements
- Certified Financial Planner (CFP) designation
- Life, Disability and Long-Term Care Insurance License
- Series 65 or 66
- 3+ years of experience in financial planning
- Proficiency in financial planning software, including eMoney
- Strong understanding of advanced financial planning concepts and strategies
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