Lead Financial Planner

Globalchannelmanagement

Job Location:

Buffalo Grove, IL - USA

Yearly Salary: $ 14900 - 150000

Posted on: 6 hours ago

Vacancies: 1 Vacancy

Job Summary

Lead Financial Planner needs 3 years of experience working with clients as a Financial Planner required

Lead Financial Planner requires:

Series 65 or Series 66 license required

CERTIFIED FINANCIAL PLANNER

CFP is a designation requirement to be obtained within 2 years from hire date

Life Insurance license

Life insurance license must be obtained within 6 months from hire date

Bachelors 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

Lead Financial Planner duties:

Serve as the main point of contact for all assigned clients in our Holistic Wealth Management division.
Prepare and analyze various financial planning reports
Utilize tax planning software to assess client tax situations and tax strategies
Run review and compare various illustrations for annuities life insurance and long-term care (LTC) to find the best options for clients
Oversee preparation of various one-off analysis requests

Lead Financial Planner needs 3 years of experience working with clients as a Financial Planner required Lead Financial Planner requires: Series 65 or Series 66 license required CERTIFIED FINANCIAL PLANNER CFP is a designation requirement to be obtained within 2 years from hire date Life Insuranc...