Lead Financial Planning Consultant

Job purpose

The Team Lead Financial Planning Consultant is responsible for overseeing a team of Financial Planning Consultants providing guidance and support to ensure timely and accurate delivery of comprehensive financial plans to clients. This role will also contribute to the development of processes and initiatives to enhance the overall efficiency and effectiveness of the Financial Planning process.

Duties and responsibilities

Use financial planning software to enter client data calculate solutions and creatively explore options to implement plans in strict time constraints.

Integrate financial planning concepts into specific actionable advise for clients.

Manage work flow between planner and product specialists.

Perform case analysis tasks including examining data reviewing and interpreting financial statements running hypothetical illustrations and preparing visual aids for client meetings.

Prepare correspondence and track financial plan progress.

Gather and/or verify information for client meetings and participate in client meetings as requested.

Assist planners with plan analysis plan design and development of a client strategy.

Research new financial solutions that may be relevant in use with software or the financial planning process and make recommendations to Financial Planning Director.

Assist Financial Planners by identifying possible quality improvement and efficiency solutions for their business.

Support the department with other initiatives as determined by the Financial Planning Director. This includes but is not limited to: marketing presentations training and disseminating information.

Promote the financial planning value proposition in the firm.

Maintain and enhance professional certifications licenses and knowledge to stay current with industry trends and best practices.

Supervise and mentor a team of Financial Planning Consultants providing coaching training and performance feedback to ensure individual and team success.

Provide technical guidance and support to the team on financial planning concepts software and solutions.

Identify opportunities to streamline processes improve workflows and enhance the overall efficiency of the Financial Planning department.

Qualifications

FINRA Series 6 or 7 licensed

Life and Health insurance license

IAR registered

5 years experience in the financial planning industry

CFP or other advanced financial planning designation

Advanced knowledge of financial planning concepts software and solutions including eMoney.

Proficient understanding of financial planning and its components

Ability to work independently while impacting team results

Excellent communication skills

Outstanding writing and research skills

Highly organized to meet concurrent project deadlines

Ability to assimilate new data quickly.

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