Financial Planner - Lead
Core
Lead Financial Planner providing holistic wealth management, retirement planning, and investment analysis for clients.
Role type
Senior IC financial planner
Builds
comprehensive financial plans, retirement income plans, and investment portfolio summaries
Domain
Wealth management and financial planning
Required skills
financial planning, retirement planning, investment analysis, tax planning, annuity and life insurance analysis, Microsoft Excel, client relationship management
Preferred skills
CFP designation, Life Insurance license
Technologies
proprietary planning software, tax planning software, Microsoft Excel
Responsibilities
Serve as main point of contact for assigned clients, prepare comprehensive financial plan recommendations, develop robust retirement income plans, analyze investment portfolios, meet regularly with clients to build relationships, prepare financial planning reports, assess tax situations and strategies, run illustrations for annuities and life insurance, collaborate with advisors on client cases, conduct regular client reviews
Seniority
Senior, hands-on IC