Financial Planner - Financial Firm - Winter Garden, FL
Financial Planner - Financial Firm - Winter Garden, FL
Posted on :
10-05-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 60000 - 80000
Vacancy
1 Vacancy
Posted on :
10-05-2025
Job Description
Financial Planner Job Description
The Financial Planner at The Lifewealth Group is an integral part of our team serving as the true connection between our clients support team and advisors. This great communicator influencer and enthusiastic person will support the vision positive culture and team spirit.
The Financial Planner provides technical financial planning and investment management work either under the management of higherlevel professionals or on their own. They usually work with other professional planners in the firm and are under the supervision of a Lead Advisor and/or Senior Advisor and have decision making abilities on client plans investment processes and procedures operational processes and procedures and client affairs. The Financial Planner supports the Lead Advisors by acting as Associate Advisors in a client meeting taking notes navigating software doing downloads and followup emails after the meetings. The Financial Planner may also be assigned a book of business to serve maintain the assets and grow through new opportunities and referrals.
They have obtained the proper licensing and experience to work directly with clients. They primarily perform supervisory functions to lowerlevel professionals and oversee the back office support functions to higher level professional advisors relating to ensuring client satisfaction is at the highest level. The primary responsibility is managing a group of client relationships and other employees under their supervision to carry out the best client service.
RESPONSIBILITIES
Client and Advisory Engagement
- Communicating with clients to understand needs objectives goals concerns and planning tools; communicating and representing client with those outside the organization and other external sources to carry out the goals of client service. Ensures phones and visitors are answered promptly and professionally
- Provide guidance and expert advice to management client or other groups outside the organization on technical financial planning and investment planning needs systems or processrelated topics.
- Analyzes information and evaluating results to choose the best solution to solve client or operational problems and being accountable and held responsible for those decisions.
- Ensures the compiling coding categorizing calculating tabulating auditing reconciling downloading and verifying of client data in the organizations client related software programs including CRMs Financial Planning Software Investment Management software and other related or connected programs is completed according to procedure.
- Observing receiving and otherwise obtaining information from all relevant sources to make sure client accounts are up to date. Translating or explaining what information means and how it can be used by other professionals.
- Identifies concerns problems or opportunities within client accounts or households and notifying updating or correcting the client information prior to it becoming a problem for the more professional advisors or the relationship with the client.
- Identifies information by categorizing estimating recognizing differences or similarities and detecting changes in circumstances or events in the relationship and the data of the clients.
- Uses relevant information and individual judgment to determine whether events or processes comply with laws regulations or standards.
- Analyzes client information and evaluating results to choose the best solution and solve problems.
- Utilizes the ability to add subtract multiply or divide numbers quickly and correctly. The in depth understanding of time value of money: present value future value annuity payments internal rate of return and compounding interest.
- Engage and prepare client onboarding requirements with financial planning software
- Update CRM with client data and work through client process
- Communicating with appropriate team members the action items as a result of a prospect / client meeting and delegating work to back office.
- Preparing and communicating meeting recap to client.
Compliance
- Supports Compliance to maintain an effective and robust investment advisory compliance program
- Performs other compliance related tasks and projects as assigned
SPECIFICATIONS
Experience and Education:
- A bachelors degree with pursuit of CFP
- Series 7 63 65/66
- FL 215 (Life/Health/Variable) license
- Ideally 04 years of experience in an in a direct advisory capacity in financial services
- Leadership experience a plus
- Experience with Securities Financial Planning Investments and Insurance required
- Experience working with various Custodian Platforms (Fidelity Schwab TD etc.)
Skills and Knowledge:
- Excellent communication skills (verbal written and listening)
- Proficient in Microsoft Office Suite required
- Proficiency in FIRM CRM preferred
- Knowledge of Broker Dealer and Investment Advisory Regulations a plus
- Proficient in Google Apps / MS 360 / etc.
- Demonstrates personal integrity honesty and is able to deal with confidential information on a daily basis.
- Ability to deal with stress in an everchanging investment market and financial services
- Excellent time management and strong organizational skills and ability to prioritize multiple tasks and anticipate potential problems
Salary
- $60000$80000
Job Type
- Fulltime (In office)
Benefits:
- Benefits:
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Retirement plan
- Tuition allowance
Presented by Advisor Employee Services Thank you for your interest in the Financial Planner role. Advisor Employee Services a consulting firm located in Lenexa Kansas represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website at the services provided. We are not a staffing firm but together have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed please apply today!
Employment Type
Full Time
Key Skills
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